ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 201 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,184 | -5.9% | 884 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $62,912 | +10.0% | 884 | 0.0% | 0.03% | +6.9% |
| Q1 2023 | $57,186 | +13.6% | 884 | 0.0% | 0.03% | +11.5% |
| Q4 2022 | $50,353 | -1.3% | 884 | 0.0% | 0.03% | -10.3% |
| Q3 2022 | $51,000 | -31.1% | 884 | -31.2% | 0.03% | -27.5% |
| Q2 2022 | $74,000 | -22.9% | 1,284 | 0.0% | 0.04% | -13.0% |
| Q1 2022 | $96,000 | -11.1% | 1,284 | 0.0% | 0.05% | -9.8% |
| Q4 2021 | $108,000 | +9.1% | 1,284 | 0.0% | 0.05% | -5.6% |
| Q3 2021 | $99,000 | -1.0% | 1,284 | 0.0% | 0.05% | +3.8% |
| Q2 2021 | $100,000 | +4.2% | 1,284 | 0.0% | 0.05% | -3.7% |
| Q1 2021 | $96,000 | +5.5% | 1,284 | 0.0% | 0.05% | -3.6% |
| Q4 2020 | $91,000 | – | 1,284 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beaumont Financial Partners, LLC | 616,299 | $84,901,000 | 4.09% |
| Quantitative Advantage, LLC | 92,224 | $12,705,000 | 3.17% |
| Concorde Asset Management, LLC | 17,486 | $2,409,000 | 3.02% |
| Simplicity Solutions, LLC | 18,156 | $2,501,000 | 2.97% |
| Polaris Wealth Advisory Group, LLC | 94,510 | $13,020,000 | 2.68% |
| Commonwealth Financial Services, LLC | 21,448 | $2,955,000 | 2.65% |
| PACIFIC FINANCIAL GROUP INC | 52,780 | $7,271,000 | 2.15% |
| SPC Financial, Inc. | 44,155 | $6,083,000 | 1.77% |
| FolioMetrix LLC | 19,226 | $2,412,000 | 1.71% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16,485 | $2,271,000 | 1.69% |