ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 205 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $734,969 | +4.8% | 9,700 | -7.4% | 0.08% | -8.7% |
| Q3 2023 | $701,033 | -20.1% | 10,471 | -15.1% | 0.09% | -17.9% |
| Q2 2023 | $877,495 | +10.3% | 12,330 | +0.3% | 0.11% | +3.7% |
| Q1 2023 | $795,299 | +16.9% | 12,294 | +3.0% | 0.11% | +10.2% |
| Q4 2022 | $680,045 | -9.2% | 11,939 | -7.2% | 0.10% | -15.5% |
| Q3 2022 | $748,859 | +2.2% | 12,867 | -0.4% | 0.12% | +9.4% |
| Q2 2022 | $732,911 | -25.6% | 12,917 | -1.6% | 0.11% | -14.5% |
| Q1 2022 | $985,350 | -11.6% | 13,131 | -1.1% | 0.12% | -10.1% |
| Q4 2021 | $1,114,932 | +7.0% | 13,273 | -1.5% | 0.14% | -4.8% |
| Q3 2021 | $1,041,907 | -0.0% | 13,477 | +0.4% | 0.14% | +0.7% |
| Q2 2021 | $1,042,137 | +0.5% | 13,427 | -3.1% | 0.14% | -8.9% |
| Q1 2021 | $1,036,919 | -1.3% | 13,857 | -7.1% | 0.16% | -16.4% |
| Q4 2020 | $1,051,085 | +13.5% | 14,909 | +302.5% | 0.19% | +0.5% |
| Q3 2020 | $926,047 | +10.6% | 3,704 | -3.1% | 0.19% | +0.5% |
| Q2 2020 | $837,532 | +23.6% | 3,824 | 0.0% | 0.19% | +6.9% |
| Q1 2020 | $677,460 | -22.6% | 3,824 | -0.3% | 0.18% | -6.4% |
| Q4 2019 | $875,490 | +4.5% | 3,836 | -0.4% | 0.19% | -3.1% |
| Q3 2019 | $837,604 | -9.9% | 3,853 | -9.7% | 0.19% | -12.7% |
| Q2 2019 | $929,229 | +9.8% | 4,268 | +3.0% | 0.22% | +4.7% |
| Q1 2019 | $846,456 | -9.5% | 4,143 | -19.9% | 0.21% | -20.7% |
| Q4 2018 | $935,253 | -16.9% | 5,170 | -2.7% | 0.27% | +3.1% |
| Q3 2018 | $1,124,975 | +9.3% | 5,313 | 0.0% | 0.26% | +1.6% |
| Q2 2018 | $1,029,394 | +6.5% | 5,313 | +0.2% | 0.25% | +0.4% |
| Q1 2018 | $966,843 | -0.4% | 5,303 | -2.1% | 0.25% | -1.6% |
| Q4 2017 | $970,997 | +35.9% | 5,417 | +24.3% | 0.26% | +23.0% |
| Q3 2017 | $714,722 | – | 4,357 | – | 0.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Counsel, LLC | 137,524 | $11,552,000 | 7.83% |
| First Citizens Financial Corp | 58,262 | $4,894,000 | 3.58% |
| MinichMacGregor Wealth Management, LLC | 137,086 | $11,515,000 | 3.50% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,072 | $3,954,000 | 3.06% |
| Cadent Capital Advisors, LLC | 79,521 | $6,680,000 | 2.95% |
| SPC Financial, Inc. | 292,301 | $24,553,000 | 2.74% |
| Stonebridge Financial Planning Group, LLC | 53,140 | $3,892,000 | 2.04% |
| QUATTRO FINANCIAL ADVISORS LLC | 66,426 | $5,580,000 | 1.97% |
| WESPAC Advisors, LLC | 34,431 | $2,892,000 | 1.94% |
| Quantitative Advantage, LLC | 132,533 | $11,133,000 | 1.72% |