ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 225 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,434,420 | -7.0% | 215,600 | -1.1% | 0.53% | -8.9% |
| Q2 2023 | $15,517,575 | +16.0% | 218,043 | +5.4% | 0.58% | +5.4% |
| Q1 2023 | $13,379,185 | +1.5% | 206,820 | -10.6% | 0.56% | -6.9% |
| Q4 2022 | $13,181,797 | +17.7% | 231,422 | +59.7% | 0.60% | -64.9% |
| Q3 2021 | $11,201,000 | +24.3% | 144,882 | +24.8% | 1.70% | +2.1% |
| Q2 2021 | $9,012,000 | +89.4% | 116,112 | +82.6% | 1.66% | +42.6% |
| Q1 2021 | $4,758,000 | +55.6% | 63,585 | +46.7% | 1.17% | +16.1% |
| Q4 2020 | $3,057,000 | – | 43,356 | – | 1.00% | – |
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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% |