ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 125 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,162,000 | -22.4% | 12,206 | 0.0% | 0.28% | +1.8% |
| Q4 2019 | $2,786,000 | -40.6% | 12,206 | -43.4% | 0.28% | -40.9% |
| Q3 2019 | $4,690,000 | -0.1% | 21,574 | 0.0% | 0.47% | -2.5% |
| Q2 2019 | $4,697,000 | +9.4% | 21,574 | +6.0% | 0.48% | +9.5% |
| Q1 2019 | $4,294,000 | +94.5% | 20,359 | +66.8% | 0.44% | +13.3% |
| Q4 2018 | $2,208,000 | -14.6% | 12,206 | 0.0% | 0.39% | -3.0% |
| Q3 2018 | $2,584,000 | +9.3% | 12,206 | 0.0% | 0.40% | +0.5% |
| Q2 2018 | $2,365,000 | +6.3% | 12,206 | 0.0% | 0.40% | +3.9% |
| Q1 2018 | $2,225,000 | +1.7% | 12,206 | 0.0% | 0.38% | +2.7% |
| Q4 2017 | $2,188,000 | +9.1% | 12,206 | -0.1% | 0.38% | +3.9% |
| Q3 2017 | $2,005,000 | -0.0% | 12,221 | 0.0% | 0.36% | -0.6% |
| Q2 2017 | $2,006,000 | +2.0% | 12,221 | 0.0% | 0.36% | +2.3% |
| Q1 2017 | $1,967,000 | +6.6% | 12,221 | 0.0% | 0.36% | +2.3% |
| Q4 2016 | $1,846,000 | +2.6% | 12,221 | -0.0% | 0.35% | +0.9% |
| Q3 2016 | $1,799,000 | +2.6% | 12,226 | 0.0% | 0.34% | +0.9% |
| Q2 2016 | $1,754,000 | -1.6% | 12,226 | 0.0% | 0.34% | -4.5% |
| Q1 2016 | $1,783,000 | +0.8% | 12,226 | 0.0% | 0.36% | -2.2% |
| Q4 2015 | $1,768,000 | +34.6% | 12,226 | +29.7% | 0.36% | +28.1% |
| Q3 2015 | $1,314,000 | -10.7% | 9,426 | -5.0% | 0.28% | -3.7% |
| Q2 2015 | $1,471,000 | +0.8% | 9,926 | -2.0% | 0.30% | +4.2% |
| Q1 2015 | $1,460,000 | +4.7% | 10,126 | 0.0% | 0.28% | +3.6% |
| Q4 2014 | $1,395,000 | +10.7% | 10,126 | 0.0% | 0.27% | +4.2% |
| Q3 2014 | $1,260,000 | -4.7% | 10,126 | -4.7% | 0.26% | -3.7% |
| Q2 2014 | $1,322,000 | +3.4% | 10,626 | 0.0% | 0.27% | -2.8% |
| Q1 2014 | $1,278,000 | -0.9% | 10,626 | 0.0% | 0.28% | -2.8% |
| Q4 2013 | $1,290,000 | +10.4% | 10,626 | 0.0% | 0.29% | +1.4% |
| Q3 2013 | $1,169,000 | +7.2% | 10,626 | 0.0% | 0.28% | +0.4% |
| Q2 2013 | $1,090,000 | – | 10,626 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Howard Capital Management Inc. | 120,747 | $30,190,000 | 6.91% |
| MinichMacGregor Wealth Management, LLC | 31,626 | $7,906,000 | 3.73% |
| First Citizens Financial Corp | 14,568 | $3,642,000 | 3.60% |
| Quantitative Advantage, LLC | 55,155 | $13,789,000 | 3.37% |
| WJ Wealth Management, LLC | 4,005 | $1,001,000 | 3.24% |
| SPC Financial, Inc. | 73,748 | $18,438,000 | 3.18% |
| Stonebridge Financial Planning Group, LLC | 12,266 | $3,161,000 | 2.27% |
| Prospera Financial Services Inc | 18,383 | $4,596,000 | 1.76% |
| WESPAC Advisors, LLC | 3,772 | $943,000 | 1.17% |
| GARRISON POINT ADVISORS, LLC | 3,978 | $995,000 | 0.90% |