ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 190 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $7,213 | -8.5% | 88 | -15.4% | 0.00% | 0.0% |
| Q4 2023 | $7,880 | +13.2% | 104 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $6,963 | -83.5% | 104 | -82.5% | 0.00% | -75.0% |
| Q2 2023 | $42,262 | -23.0% | 594 | -30.0% | 0.00% | -33.3% |
| Q1 2023 | $54,905 | +301.6% | 849 | +253.8% | 0.01% | +200.0% |
| Q4 2022 | $13,670 | +355.7% | 240 | +1746.2% | 0.00% | +100.0% |
| Q2 2020 | $3,000 | -25.0% | 13 | -40.9% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | – | 22 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 24,881 | $4,004,000 | 3.61% |
| Thai Life Insurance PCL. | 15,900 | $2,559,000 | 3.11% |
| ASSETMARK, INC | 579,652 | $93,283,000 | 1.22% |
| Transform Wealth, LLC | 19,990 | $3,217,000 | 1.20% |
| Polaris Wealth Advisory Group, LLC | 57,015 | $9,175,000 | 1.00% |
| ARS Wealth Advisors, LLC | 11,015 | $1,773,000 | 0.76% |
| NAVELLIER & ASSOCIATES INC | 30,659 | $4,934,000 | 0.72% |
| Peachtree Investment Advisors, Inc. | 4,447 | $716,000 | 0.66% |
| Aveo Capital Partners, LLC | 10,113 | $1,627,000 | 0.60% |
| Stillwater Capital Advisors, LLC | 12,522 | $2,015,000 | 0.54% |