ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 169 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $861,586 | +165.9% | 12,869 | +207.9% | 0.33% | +224.5% |
| Q2 2021 | $324,000 | +59.6% | 4,180 | +265.1% | 0.10% | -28.7% |
| Q1 2020 | $203,000 | -22.2% | 1,145 | 0.0% | 0.14% | -11.2% |
| Q4 2019 | $261,000 | +4.8% | 1,145 | 0.0% | 0.16% | +15.8% |
| Q3 2019 | $249,000 | -2.0% | 1,145 | -1.7% | 0.14% | -6.7% |
| Q2 2019 | $254,000 | -24.2% | 1,165 | -29.0% | 0.15% | -27.3% |
| Q1 2019 | $335,000 | +1.2% | 1,640 | -10.4% | 0.20% | -17.0% |
| Q4 2018 | $331,000 | -14.9% | 1,830 | 0.0% | 0.25% | +7.9% |
| Q3 2018 | $389,000 | +5.7% | 1,830 | 0.0% | 0.23% | +104.5% |
| Q2 2018 | $368,000 | +10.2% | 1,830 | 0.0% | 0.11% | +12.0% |
| Q1 2018 | $334,000 | – | 1,830 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beaumont Financial Partners, LLC | 616,299 | $84,901,000 | 4.09% |
| Quantitative Advantage, LLC | 92,224 | $12,705,000 | 3.17% |
| Concorde Asset Management, LLC | 17,486 | $2,409,000 | 3.02% |
| Simplicity Solutions, LLC | 18,156 | $2,501,000 | 2.97% |
| Polaris Wealth Advisory Group, LLC | 94,510 | $13,020,000 | 2.68% |
| Commonwealth Financial Services, LLC | 21,448 | $2,955,000 | 2.65% |
| PACIFIC FINANCIAL GROUP INC | 52,780 | $7,271,000 | 2.15% |
| SPC Financial, Inc. | 44,155 | $6,083,000 | 1.77% |
| FolioMetrix LLC | 19,226 | $2,412,000 | 1.71% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16,485 | $2,271,000 | 1.69% |