ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 201 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $569,416 | -3.7% | 8,505 | +2.4% | 0.24% | -0.4% |
| Q2 2023 | $591,053 | +4.5% | 8,305 | -5.0% | 0.24% | +4.9% |
| Q1 2023 | $565,682 | +8.6% | 8,745 | -4.4% | 0.22% | +3.2% |
| Q4 2022 | $520,956 | -1.9% | 9,146 | -2.3% | 0.22% | -4.0% |
| Q3 2022 | $531,000 | 0.0% | 9,361 | 0.0% | 0.23% | 0.0% |
| Q2 2022 | $531,000 | -43.5% | 9,361 | -25.3% | 0.23% | -35.3% |
| Q1 2022 | $940,000 | +20.7% | 12,525 | +35.0% | 0.35% | +20.6% |
| Q4 2021 | $779,000 | -5.0% | 9,279 | -12.5% | 0.29% | -4.9% |
| Q3 2021 | $820,000 | -5.1% | 10,607 | -4.8% | 0.31% | -2.5% |
| Q2 2021 | $864,000 | +13.5% | 11,136 | +9.5% | 0.31% | +1.3% |
| Q1 2021 | $761,000 | -2.4% | 10,171 | -8.1% | 0.31% | -9.1% |
| Q4 2020 | $780,000 | +12.7% | 11,067 | +300.1% | 0.34% | -3.9% |
| Q3 2020 | $692,000 | +11.3% | 2,766 | -2.6% | 0.36% | +0.9% |
| Q2 2020 | $622,000 | +28.2% | 2,841 | +3.7% | 0.35% | +4.5% |
| Q1 2020 | $485,000 | +44.3% | 2,739 | +85.8% | 0.34% | +54.6% |
| Q4 2019 | $336,000 | +5.0% | 1,474 | 0.0% | 0.22% | -5.2% |
| Q3 2019 | $320,000 | +19.9% | 1,474 | 0.0% | 0.23% | -5.7% |
| Q2 2019 | $267,000 | -19.3% | 1,474 | -4.8% | 0.24% | +16.2% |
| Q1 2019 | $331,000 | +24.0% | 1,549 | +5.1% | 0.21% | +3.4% |
| Q4 2018 | $267,000 | – | 1,474 | – | 0.20% | – |
Download | ||||||
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% |