WealthBridge Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 225 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthBridge Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
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$531,0000.0%9,3610.0%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%
1,4740.0%0.22%
-5.2%
Q3 2019$320,000
+19.9%
1,4740.0%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$267,0001,4740.20%
Other shareholders
ISHARES TR shareholders Q4 2021
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