Fulcrum Equity Management - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 205 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fulcrum Equity Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$479,000
-59.6%
5,697
-66.1%
0.18%
-62.2%
Q4 2020$1,185,000
+1.9%
16,811
+261.4%
0.47%
-12.2%
Q3 2020$1,163,000
-16.3%
4,651
-26.7%
0.54%
-18.1%
Q2 2020$1,390,000
-63.1%
6,348
-63.3%
0.66%
-65.5%
Q3 2019$3,764,000
-12.1%
17,314
-12.7%
1.91%
-6.6%
Q2 2019$4,284,00019,8402.04%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Howard Capital Management Inc. 272,299$21,134,0004.01%
MinichMacGregor Wealth Management, LLC 137,029$10,635,0003.73%
WJ Wealth Management, LLC 15,230$1,182,0003.66%
First Citizens Financial Corp 57,824$4,488,0003.39%
IronBridge Private Wealth, LLC 72,895$5,658,0003.34%
Sage Advisory Services, Ltd.Co. 145,650$11,305,0003.10%
Quantitative Advantage, LLC 222,245$17,250,0002.98%
SPC Financial, Inc. 297,761$23,111,0002.80%
Cadent Capital Advisors, LLC 76,433$5,932,0002.47%
Stonebridge Financial Planning Group, LLC 52,774$4,167,0002.21%
View complete list of ISHARES TR shareholders