ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,611 | -5.9% | 1,473 | 0.0% | 0.02% | -5.0% |
| Q2 2023 | $104,822 | +100.5% | 1,473 | +82.3% | 0.02% | +81.8% |
| Q1 2023 | $52,292 | +11.3% | 808 | +0.1% | 0.01% | -8.3% |
| Q3 2022 | $47,000 | +2.2% | 807 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $46,000 | +53.3% | 806 | +101.5% | 0.01% | +71.4% |
| Q1 2022 | $30,000 | -11.8% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $34,000 | +9.7% | 400 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $31,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $31,000 | +6.9% | 400 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $29,000 | – | 400 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 61,069 | $4,088,570 | 2.88% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 34,261 | $2,293,804 | 2.14% |
| Stonebridge Financial Planning Group, LLC | 35,442 | $2,372,860 | 1.52% |
| SOUTHERN CAPITAL ADVISORS, LLC | 24,511 | $1,640,986 | 1.36% |
| GARRISON POINT ADVISORS, LLC | 15,060 | $1,008,267 | 0.78% |
| New Legacy Group, LLC | 4,200 | $281,194 | 0.77% |
| WESPAC Advisors SoCal, LLC | 25,451 | $1,703,944 | 0.58% |
| PGIM Custom Harvest LLC | 215,600 | $14,434,420 | 0.53% |
| RPg Family Wealth Advisory, LLC | 19,244 | $1,290,802 | 0.53% |
| Stillwater Capital Advisors, LLC | 36,580 | $2,449,031 | 0.45% |