ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 176 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,495 | -5.9% | 157 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $11,156 | -35.0% | 157 | -40.8% | 0.00% | -55.6% |
| Q1 2023 | $17,164 | -75.0% | 265 | -78.0% | 0.01% | -71.9% |
| Q4 2022 | $68,712 | -14.1% | 1,206 | -11.8% | 0.03% | -22.0% |
| Q3 2022 | $80,000 | -12.1% | 1,367 | -15.0% | 0.04% | -10.9% |
| Q2 2022 | $91,000 | -34.5% | 1,608 | -13.4% | 0.05% | -25.8% |
| Q1 2022 | $139,000 | +15.8% | 1,857 | +30.0% | 0.06% | +29.2% |
| Q4 2021 | $120,000 | +31.9% | 1,429 | +20.8% | 0.05% | +11.6% |
| Q3 2021 | $91,000 | +28.2% | 1,183 | +29.4% | 0.04% | +34.4% |
| Q2 2021 | $71,000 | +1.4% | 914 | 0.0% | 0.03% | -5.9% |
| Q1 2021 | $70,000 | – | 914 | – | 0.03% | – |
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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% |