ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 179 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $394 | +13.5% | 5,168 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $347 | -5.7% | 5,168 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $368 | +10.2% | 5,168 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $334 | +13.6% | 5,168 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $294 | -99.9% | 5,168 | +2.7% | 0.01% | 0.0% |
| Q3 2022 | $293,000 | +2.4% | 5,032 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $286,000 | -24.3% | 5,032 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $378,000 | -10.6% | 5,032 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $423,000 | – | 5,032 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 61,069 | $4,088,570 | 2.88% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 34,261 | $2,293,804 | 2.14% |
| Stonebridge Financial Planning Group, LLC | 35,442 | $2,372,860 | 1.52% |
| SOUTHERN CAPITAL ADVISORS, LLC | 24,511 | $1,640,986 | 1.36% |
| GARRISON POINT ADVISORS, LLC | 15,060 | $1,008,267 | 0.78% |
| New Legacy Group, LLC | 4,200 | $281,194 | 0.77% |
| WESPAC Advisors SoCal, LLC | 25,451 | $1,703,944 | 0.58% |
| PGIM Custom Harvest LLC | 215,600 | $14,434,420 | 0.53% |
| RPg Family Wealth Advisory, LLC | 19,244 | $1,290,802 | 0.53% |
| Stillwater Capital Advisors, LLC | 36,580 | $2,449,031 | 0.45% |