ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 179 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
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% | – |
Download | ||||||
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% |