ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 192 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $600,000 | +2.4% | 10,302 | -0.3% | 0.31% | +6.5% |
| Q2 2022 | $586,000 | -40.0% | 10,333 | -20.6% | 0.29% | -29.5% |
| Q1 2022 | $977,000 | -15.9% | 13,021 | -5.9% | 0.41% | -15.2% |
| Q4 2021 | $1,162,000 | -2.4% | 13,834 | -10.1% | 0.49% | -11.5% |
| Q3 2021 | $1,190,000 | +25.3% | 15,391 | +26.9% | 0.55% | +24.4% |
| Q2 2021 | $950,000 | +0.8% | 12,130 | -3.6% | 0.44% | -8.5% |
| Q1 2021 | $942,000 | -14.0% | 12,589 | -18.9% | 0.48% | -19.6% |
| Q4 2020 | $1,095,000 | +30.4% | 15,530 | +361.9% | 0.60% | +12.8% |
| Q3 2020 | $840,000 | +22.8% | 3,362 | +7.6% | 0.53% | +11.0% |
| Q2 2020 | $684,000 | +75.4% | 3,124 | +42.1% | 0.48% | +41.2% |
| Q1 2020 | $390,000 | – | 2,199 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Counsel, LLC | 137,524 | $11,552,000 | 7.83% |
| First Citizens Financial Corp | 58,262 | $4,894,000 | 3.58% |
| MinichMacGregor Wealth Management, LLC | 137,086 | $11,515,000 | 3.50% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,072 | $3,954,000 | 3.06% |
| Cadent Capital Advisors, LLC | 79,521 | $6,680,000 | 2.95% |
| SPC Financial, Inc. | 292,301 | $24,553,000 | 2.74% |
| Stonebridge Financial Planning Group, LLC | 53,140 | $3,892,000 | 2.04% |
| QUATTRO FINANCIAL ADVISORS LLC | 66,426 | $5,580,000 | 1.97% |
| WESPAC Advisors, LLC | 34,431 | $2,892,000 | 1.94% |
| Quantitative Advantage, LLC | 132,533 | $11,133,000 | 1.72% |