PATRIOT INVESTMENT MANAGEMENT GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 179 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.

Quarter-by-quarter ownership
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$349,452
-5.9%
5,2200.0%0.03%
+3.2%
Q2 2023$371,466
+10.0%
5,220
+0.0%
0.03%
+3.3%
Q1 2023$337,631
-0.1%
5,2190.0%0.03%
+3.4%
Q4 2022$337,955
+11.5%
5,219
+0.0%
0.03%
-6.5%
Q3 2022$303,000
+2.4%
5,2170.0%0.03%
+6.9%
Q2 2022$296,000
-24.3%
5,2170.0%0.03%
-14.7%
Q1 2022$391,000
-10.7%
5,217
+0.0%
0.03%
-8.1%
Q4 2021$438,000
+8.4%
5,216
-0.4%
0.04%
+2.8%
Q3 2021$404,000
-0.5%
5,2360.0%0.04%
-5.3%
Q2 2021$406,000
+3.8%
5,236
+0.0%
0.04%
-2.6%
Q1 2021$391,000
-0.8%
5,235
-6.4%
0.04%
-35.0%
Q4 2020$394,000
-13.0%
5,595
+208.3%
0.06%
+11.1%
Q3 2020$453,000
-99.9%
1,815
+20.6%
0.05%
+28.6%
Q2 2020$329,724,000
+123856.4%
1,5050.0%0.04%
+5.0%
Q1 2020$266,000
-22.4%
1,5050.0%0.04%
-9.1%
Q4 2019$343,000
+6.2%
1,505
+0.1%
0.04%
-2.2%
Q3 2019$323,000
-1.2%
1,5040.0%0.04%
-2.2%
Q2 2019$327,000
+6.5%
1,5040.0%0.05%
+2.2%
Q1 2019$307,0001,5040.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders