ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 172 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,055 | +6.3% | 4,273 | +13.0% | 0.16% | +2.6% |
| Q2 2023 | $269,203 | +10.1% | 3,783 | +0.1% | 0.15% | -0.6% |
| Q1 2023 | $244,423 | +13.8% | 3,778 | +0.2% | 0.16% | +0.6% |
| Q4 2022 | $214,819 | -1.9% | 3,771 | +0.1% | 0.15% | -1.3% |
| Q3 2022 | $219,000 | +2.3% | 3,768 | +0.1% | 0.16% | +27.9% |
| Q2 2022 | $214,000 | -24.1% | 3,764 | +0.1% | 0.12% | -9.6% |
| Q1 2022 | $282,000 | -10.8% | 3,761 | +0.1% | 0.14% | -7.5% |
| Q4 2021 | $316,000 | +8.6% | 3,759 | +0.0% | 0.15% | -3.3% |
| Q3 2021 | $291,000 | 0.0% | 3,758 | +0.1% | 0.15% | -3.2% |
| Q2 2021 | $291,000 | +3.6% | 3,755 | +0.1% | 0.16% | -3.1% |
| Q1 2021 | $281,000 | -10.2% | 3,753 | -15.7% | 0.16% | -20.7% |
| Q4 2020 | $313,000 | +29.3% | 4,450 | +358.3% | 0.20% | -3.3% |
| Q3 2020 | $242,000 | +19.2% | 971 | +4.4% | 0.21% | -5.0% |
| Q2 2020 | $203,000 | -3.8% | 930 | +0.3% | 0.22% | +22.1% |
| Q4 2019 | $211,000 | – | 927 | – | 0.18% | – |
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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% |