ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $348,845 | +10.2% | 4,902 | +0.1% | 0.21% | +43.4% |
| Q1 2023 | $316,684 | +13.8% | 4,895 | +0.2% | 0.14% | +5.8% |
| Q4 2022 | $278,260 | -2.0% | 4,885 | +0.1% | 0.14% | -13.8% |
| Q3 2022 | $284,000 | +2.9% | 4,878 | +0.2% | 0.16% | +1.9% |
| Q2 2022 | $276,000 | -24.4% | 4,869 | +0.1% | 0.16% | -6.0% |
| Q1 2022 | $365,000 | -94.5% | 4,865 | -93.9% | 0.17% | -94.4% |
| Q4 2021 | $6,680,000 | +9.4% | 79,521 | +0.7% | 2.95% | +8.7% |
| Q3 2021 | $6,104,000 | +2.9% | 78,949 | +3.3% | 2.72% | +10.1% |
| Q2 2021 | $5,932,000 | +4.8% | 76,433 | +1.1% | 2.47% | -1.8% |
| Q1 2021 | $5,660,000 | -4.0% | 75,638 | -9.5% | 2.51% | -13.4% |
| Q4 2020 | $5,894,000 | – | 83,609 | – | 2.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 61,069 | $4,088,570 | 2.88% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 34,261 | $2,293,804 | 2.14% |
| Stonebridge Financial Planning Group, LLC | 35,442 | $2,372,860 | 1.52% |
| SOUTHERN CAPITAL ADVISORS, LLC | 24,511 | $1,640,986 | 1.36% |
| GARRISON POINT ADVISORS, LLC | 15,060 | $1,008,267 | 0.78% |
| New Legacy Group, LLC | 4,200 | $281,194 | 0.77% |
| WESPAC Advisors SoCal, LLC | 25,451 | $1,703,944 | 0.58% |
| PGIM Custom Harvest LLC | 215,600 | $14,434,420 | 0.53% |
| RPg Family Wealth Advisory, LLC | 19,244 | $1,290,802 | 0.53% |
| Stillwater Capital Advisors, LLC | 36,580 | $2,449,031 | 0.45% |