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. | 272,299 | $21,134,000 | 4.01% |
| MinichMacGregor Wealth Management, LLC | 137,029 | $10,635,000 | 3.73% |
| WJ Wealth Management, LLC | 15,230 | $1,182,000 | 3.66% |
| First Citizens Financial Corp | 57,824 | $4,488,000 | 3.39% |
| IronBridge Private Wealth, LLC | 72,895 | $5,658,000 | 3.34% |
| Sage Advisory Services, Ltd.Co. | 145,650 | $11,305,000 | 3.10% |
| Quantitative Advantage, LLC | 222,245 | $17,250,000 | 2.98% |
| SPC Financial, Inc. | 297,761 | $23,111,000 | 2.80% |
| Cadent Capital Advisors, LLC | 76,433 | $5,932,000 | 2.47% |
| Stonebridge Financial Planning Group, LLC | 52,774 | $4,167,000 | 2.21% |