ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 185 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,640,986 | -6.7% | 24,511 | -0.8% | 1.36% | +1.5% |
| Q2 2023 | $1,758,664 | +15.7% | 24,712 | +5.2% | 1.34% | +19.6% |
| Q1 2023 | $1,520,022 | +13.6% | 23,497 | +0.1% | 1.12% | +8.7% |
| Q4 2022 | $1,337,566 | +8.0% | 23,483 | +10.3% | 1.04% | +2.2% |
| Q3 2022 | $1,239,000 | +5.9% | 21,283 | +3.2% | 1.01% | +9.2% |
| Q2 2022 | $1,170,000 | +75.9% | 20,622 | +132.8% | 0.93% | +104.0% |
| Q1 2022 | $665,000 | -57.8% | 8,859 | -52.8% | 0.46% | -53.3% |
| Q4 2021 | $1,576,000 | – | 18,760 | – | 0.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 61,069 | $4,088,570 | 2.88% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 34,261 | $2,293,804 | 2.14% |
| Stonebridge Financial Planning Group, LLC | 35,442 | $2,372,860 | 1.52% |
| SOUTHERN CAPITAL ADVISORS, LLC | 24,511 | $1,640,986 | 1.36% |
| GARRISON POINT ADVISORS, LLC | 15,060 | $1,008,267 | 0.78% |
| New Legacy Group, LLC | 4,200 | $281,194 | 0.77% |
| WESPAC Advisors SoCal, LLC | 25,451 | $1,703,944 | 0.58% |
| PGIM Custom Harvest LLC | 215,600 | $14,434,420 | 0.53% |
| RPg Family Wealth Advisory, LLC | 19,244 | $1,290,802 | 0.53% |
| Stillwater Capital Advisors, LLC | 36,580 | $2,449,031 | 0.45% |