ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 187 filers reported holding ISHARES TR in Q2 2023. 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 ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 65,107 | $4,633,503 | 3.15% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 37,268 | $2,652,302 | 2.43% |
| QUATTRO FINANCIAL ADVISORS LLC | 83,143 | $5,917,079 | 2.35% |
| Stonebridge Financial Planning Group, LLC | 35,742 | $2,543,688 | 1.55% |
| SOUTHERN CAPITAL ADVISORS, LLC | 24,712 | $1,758,664 | 1.34% |
| Legacy Capital Wealth Partners, LLC | 22,514 | $1,602,286 | 1.33% |
| Synergy Asset Management, LLC | 50,865 | $3,619,936 | 0.90% |
| GARRISON POINT ADVISORS, LLC | 15,160 | $1,078,899 | 0.78% |
| New Legacy Group, LLC | 4,200 | $298,908 | 0.76% |
| WESPAC Advisors SoCal, LLC | 25,346 | $1,803,812 | 0.62% |