ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,372,860 | -6.7% | 35,442 | -0.8% | 1.52% | -1.8% |
| Q2 2023 | $2,543,688 | +4.0% | 35,742 | -5.5% | 1.55% | -1.8% |
| Q1 2023 | $2,446,612 | +0.4% | 37,821 | -11.6% | 1.58% | -2.7% |
| Q4 2022 | $2,436,965 | -5.3% | 42,784 | -3.3% | 1.62% | -9.9% |
| Q3 2022 | $2,574,000 | -2.9% | 44,232 | -5.3% | 1.80% | +0.1% |
| Q2 2022 | $2,651,000 | -32.4% | 46,730 | -10.6% | 1.80% | -18.0% |
| Q1 2022 | $3,921,000 | +0.7% | 52,247 | -1.7% | 2.20% | +7.5% |
| Q4 2021 | $3,892,000 | -14.4% | 53,140 | +0.2% | 2.04% | -8.2% |
| Q3 2021 | $4,548,000 | +9.1% | 53,059 | +0.5% | 2.22% | +0.7% |
| Q2 2021 | $4,167,000 | +1.5% | 52,774 | -0.3% | 2.21% | -7.9% |
| Q1 2021 | $4,107,000 | +11.8% | 52,914 | +1.5% | 2.40% | +3.0% |
| Q4 2020 | $3,675,000 | +16.3% | 52,128 | +325.0% | 2.33% | +2.4% |
| Q3 2020 | $3,161,000 | +15.4% | 12,266 | -0.9% | 2.27% | -2.5% |
| Q2 2020 | $2,739,000 | +16.8% | 12,376 | -1.0% | 2.33% | -0.3% |
| Q1 2020 | $2,345,000 | -23.8% | 12,495 | -7.3% | 2.34% | -16.0% |
| Q4 2019 | $3,077,000 | – | 13,482 | – | 2.78% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Howard Capital Management Inc. | 120,747 | $30,190,000 | 6.91% |
| MinichMacGregor Wealth Management, LLC | 31,626 | $7,906,000 | 3.73% |
| First Citizens Financial Corp | 14,568 | $3,642,000 | 3.60% |
| Quantitative Advantage, LLC | 55,155 | $13,789,000 | 3.37% |
| WJ Wealth Management, LLC | 4,005 | $1,001,000 | 3.24% |
| SPC Financial, Inc. | 73,748 | $18,438,000 | 3.18% |
| Stonebridge Financial Planning Group, LLC | 12,266 | $3,161,000 | 2.27% |
| Prospera Financial Services Inc | 18,383 | $4,596,000 | 1.76% |
| WESPAC Advisors, LLC | 3,772 | $943,000 | 1.17% |
| GARRISON POINT ADVISORS, LLC | 3,978 | $995,000 | 0.90% |