ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,950 | -7.1% | 1,000 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $72,040 | +11.9% | 1,000 | 0.0% | 0.02% | +15.8% |
| Q1 2023 | $64,400 | +13.1% | 1,000 | 0.0% | 0.02% | +5.6% |
| Q4 2022 | $56,960 | -1.8% | 1,000 | 0.0% | 0.02% | -10.0% |
| Q3 2022 | $58,000 | +1.8% | 1,000 | 0.0% | 0.02% | +5.3% |
| Q2 2022 | $57,000 | -24.0% | 1,000 | 0.0% | 0.02% | -20.8% |
| Q1 2022 | $75,000 | -10.7% | 1,000 | 0.0% | 0.02% | -17.2% |
| Q4 2021 | $84,000 | +9.1% | 1,000 | 0.0% | 0.03% | -3.3% |
| Q3 2021 | $77,000 | +2.7% | 1,000 | 0.0% | 0.03% | -6.2% |
| Q1 2021 | $75,000 | +38.9% | 1,000 | +300.0% | 0.03% | -5.9% |
| Q2 2019 | $54,000 | +5.9% | 250 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $51,000 | +13.3% | 250 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $45,000 | -15.1% | 250 | 0.0% | 0.03% | -2.9% |
| Q3 2018 | $53,000 | +10.4% | 250 | 0.0% | 0.04% | +2.9% |
| Q2 2018 | $48,000 | +4.3% | 250 | 0.0% | 0.03% | +13.3% |
| Q1 2018 | $46,000 | -4.2% | 250 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $48,000 | +17.1% | 250 | 0.0% | 0.03% | +11.1% |
| Q3 2017 | $41,000 | 0.0% | 250 | 0.0% | 0.03% | -3.6% |
| Q2 2017 | $41,000 | +2.5% | 250 | 0.0% | 0.03% | -3.4% |
| Q1 2017 | $40,000 | +5.3% | 250 | 0.0% | 0.03% | +3.6% |
| Q4 2016 | $38,000 | – | 250 | – | 0.03% | – |
Download | ||||||
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% |