ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 185 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 59,539 | $4,603,000 | 3.67% |
| MinichMacGregor Wealth Management, LLC | 136,778 | $10,574,000 | 3.56% |
| Quantitative Advantage, LLC | 227,615 | $17,597,000 | 2.99% |
| SPC Financial, Inc. | 292,701 | $22,629,000 | 2.80% |
| Cadent Capital Advisors, LLC | 78,949 | $6,104,000 | 2.72% |
| Stonebridge Financial Planning Group, LLC | 53,059 | $4,548,000 | 2.22% |
| Kesler, Norman & Wride, LLC | 93,671 | $7,242,000 | 1.71% |
| PGIM Custom Harvest LLC | 144,882 | $11,201,000 | 1.70% |
| WESPAC Advisors SoCal, LLC | 43,190 | $3,362,000 | 1.10% |
| Silicon Hills Wealth Management, LLC | 17,170 | $1,327,000 | 0.91% |