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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $465,369 | -10.8% | 6,951 | -5.2% | 0.15% | +51.0% |
| Q2 2023 | $521,587 | -1.2% | 7,329 | -10.2% | 0.10% | -5.6% |
| Q1 2023 | $528,129 | -9.9% | 8,164 | -20.7% | 0.11% | -14.3% |
| Q4 2022 | $586,232 | +67.5% | 10,292 | +71.1% | 0.13% | +53.7% |
| Q3 2022 | $350,000 | +1.7% | 6,014 | -0.8% | 0.08% | +17.1% |
| Q2 2022 | $344,000 | -44.5% | 6,064 | -26.6% | 0.07% | -32.7% |
| Q1 2022 | $620,000 | -58.4% | 8,266 | -53.5% | 0.10% | -56.3% |
| Q4 2021 | $1,492,000 | +163.1% | 17,760 | +120.9% | 0.24% | +100.0% |
| Q4 2020 | $567,000 | +16.0% | 8,040 | +310.8% | 0.12% | -45.2% |
| Q3 2020 | $489,000 | +140.9% | 1,957 | +110.7% | 0.22% | +104.7% |
| Q2 2020 | $203,000 | – | 929 | – | 0.11% | – |
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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% |