ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 225 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $684,497 | -88.4% | 10,224 | -87.7% | 0.30% | -87.3% |
| Q2 2023 | $5,917,079 | -32.9% | 83,143 | -39.0% | 2.35% | -35.0% |
| Q1 2023 | $8,818,411 | +2.9% | 136,372 | -9.4% | 3.62% | +5.7% |
| Q4 2022 | $8,571,796 | +68.7% | 150,488 | +72.4% | 3.42% | +68.6% |
| Q3 2022 | $5,080,000 | +2.2% | 87,279 | -0.4% | 2.03% | +20.0% |
| Q2 2022 | $4,973,000 | -14.0% | 87,638 | +13.8% | 1.69% | -13.1% |
| Q1 2022 | $5,781,000 | +3.6% | 77,038 | +16.0% | 1.95% | -1.3% |
| Q4 2021 | $5,580,000 | – | 66,426 | – | 1.97% | – |
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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% |