ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 175 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,223 | -9.5% | 3,065 | -3.8% | 0.06% | -11.8% |
| Q2 2023 | $226,691 | +10.1% | 3,185 | +0.1% | 0.07% | 0.0% |
| Q1 2023 | $205,878 | -3.8% | 3,183 | -13.5% | 0.07% | -18.1% |
| Q3 2022 | $214,000 | +2.4% | 3,678 | 0.0% | 0.08% | +6.4% |
| Q2 2022 | $209,000 | -25.9% | 3,678 | -2.1% | 0.08% | -15.2% |
| Q1 2022 | $282,000 | -10.8% | 3,758 | 0.0% | 0.09% | -10.7% |
| Q4 2021 | $316,000 | +8.6% | 3,758 | 0.0% | 0.10% | +19.8% |
| Q3 2021 | $291,000 | -0.3% | 3,758 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $292,000 | +2.8% | 3,758 | -1.1% | 0.09% | -11.3% |
| Q1 2021 | $284,000 | +13.6% | 3,798 | +7.0% | 0.10% | +7.8% |
| Q4 2020 | $250,000 | +12.6% | 3,548 | +300.0% | 0.09% | -1.1% |
| Q3 2020 | $222,000 | +9.9% | 887 | 0.0% | 0.09% | -9.0% |
| Q4 2019 | $202,000 | +0.5% | 887 | -6.3% | 0.10% | -29.1% |
| Q3 2018 | $201,000 | – | 947 | – | 0.14% | – |
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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% |