ACG Wealth - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 225 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ACG Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$185,000
-24.5%
3,268
+0.0%
0.04%
-17.4%
Q1 2022$245,000
-10.6%
3,267
+0.0%
0.05%
+17.9%
Q4 2021$274,000
+8.7%
3,266
+0.0%
0.04%
+18.2%
Q3 2021$252,000
-0.4%
3,265
+0.0%
0.03%
+3.1%
Q2 2021$253,000
+3.7%
3,2640.0%0.03%0.0%
Q1 2021$244,000
+7.5%
3,264
+1.2%
0.03%
+3.2%
Q4 2020$227,000
-20.1%
3,226
+183.7%
0.03%
-27.9%
Q3 2020$284,000
+14.1%
1,1370.0%0.04%
+4.9%
Q2 2020$249,000
+23.9%
1,1370.0%0.04%
+10.8%
Q1 2020$201,000
-22.4%
1,1370.0%0.04%
-5.1%
Q4 2019$259,000
+4.9%
1,1370.0%0.04%
+8.3%
Q3 2019$247,000
-13.9%
1,137
-13.9%
0.04%
-7.7%
Q2 2019$287,000
-3.4%
1,320
-9.3%
0.04%
-2.5%
Q1 2019$297,000
+12.9%
1,4550.0%0.04%0.0%
Q4 2018$263,000
-14.6%
1,4550.0%0.04%
-2.4%
Q3 2018$308,000
+9.2%
1,4550.0%0.04%
-4.7%
Q2 2018$282,000
+6.4%
1,4550.0%0.04%
+7.5%
Q1 2018$265,000
-5.0%
1,455
-6.7%
0.04%
-2.4%
Q4 2017$279,000
+9.0%
1,5590.0%0.04%
-8.9%
Q3 2017$256,000
-1.5%
1,559
-1.5%
0.04%
+4.7%
Q2 2017$260,000
-1.5%
1,582
-3.6%
0.04%
-10.4%
Q1 2017$264,000
+7.8%
1,641
+1.1%
0.05%
-7.7%
Q4 2016$245,000
+2.5%
1,6230.0%0.05%
+2.0%
Q3 2016$239,000
-9.5%
1,623
-15.4%
0.05%
-28.2%
Q3 2015$264,000
-4.0%
1,9180.0%0.07%
+2.9%
Q2 2015$275,000
-0.7%
1,9180.0%0.07%
-5.5%
Q1 2015$277,000
+4.9%
1,9180.0%0.07%
+2.8%
Q4 2014$264,000
+10.5%
1,9180.0%0.07%
+4.4%
Q3 2014$239,000
-65.5%
1,918
-65.8%
0.07%
-48.1%
Q2 2014$693,000
+2.7%
5,6100.0%0.13%
-34.5%
Q1 2014$675,000
-9.0%
5,610
-8.2%
0.20%
+5.3%
Q4 2013$742,0006,1140.19%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders