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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 28,209 | $5,143,000 | 4.01% |
| Quantitative Advantage, LLC | 65,897 | $12,014,000 | 3.52% |
| Polaris Wealth Advisory Group, LLC | 80,538 | $14,684,000 | 1.20% |
| WESPAC Advisors, LLC | 10,662 | $1,944,000 | 1.19% |
| NAVELLIER & ASSOCIATES INC | 39,100 | $7,129,000 | 1.08% |
| Banco de Sabadell, S.A | 39,488 | $7,193,000 | 0.87% |
| Peachtree Investment Advisors, Inc. | 5,382 | $981,000 | 0.74% |
| WHITENER CAPITAL MANAGEMENT, INC. | 4,455 | $812,000 | 0.62% |
| Stillwater Capital Advisors, LLC | 12,159 | $2,217,000 | 0.53% |
| MITCHELL SINKLER & STARR/PA | 2,440 | $445,000 | 0.51% |