Chesapeake Wealth Management - ISHARES TR ownership

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
Chesapeake Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$338,900
-7.3%
5,062
-1.5%
0.14%
-2.1%
Q2 2023$365,587
+9.4%
5,137
-0.6%
0.14%
+3.6%
Q1 2023$334,252
+13.7%
5,167
+0.1%
0.14%
+7.8%
Q4 2022$294,027
-3.6%
5,162
-1.5%
0.13%
-7.2%
Q3 2022$305,000
+2.7%
5,2420.0%0.14%
+9.4%
Q2 2022$297,000
-25.0%
5,242
-0.7%
0.13%
-11.8%
Q1 2022$396,000
-13.2%
5,281
-2.7%
0.14%
-5.9%
Q4 2021$456,000
+8.6%
5,4270.0%0.15%
+2.0%
Q3 2021$420,000
-13.6%
5,427
-13.3%
0.15%
-5.1%
Q2 2021$486,000
+1.9%
6,262
-1.6%
0.16%
-1.2%
Q1 2021$477,000
+5.8%
6,364
-0.4%
0.16%
+3.9%
Q4 2020$451,000
+12.8%
6,392
+299.5%
0.15%
+3.4%
Q3 2020$400,000
+14.0%
1,6000.0%0.15%
+6.4%
Q2 2020$351,000
+19.0%
1,600
-3.6%
0.14%
+2.9%
Q1 2020$295,000
-23.0%
1,660
-1.0%
0.14%
-8.1%
Q4 2019$383,000
+4.4%
1,677
-0.6%
0.15%
-1.3%
Q3 2019$367,000
-2.9%
1,687
-2.9%
0.15%
-5.1%
Q2 2019$378,000
+0.3%
1,737
-5.9%
0.16%
-4.8%
Q1 2019$377,000
+12.9%
1,845
-0.3%
0.17%
+0.6%
Q4 2018$334,000
-22.1%
1,851
-8.7%
0.16%
-13.6%
Q3 2018$429,000
+8.1%
2,028
-0.9%
0.19%
+4.4%
Q2 2018$397,000
+8.5%
2,047
+1.9%
0.18%
+8.3%
Q1 2018$366,0002,0090.17%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders