ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,646 | -60.6% | 24,587 | -61.9% | 0.00% | -50.0% |
| Q1 2023 | $4,180 | -20.2% | 64,613 | -29.7% | 0.00% | 0.0% |
| Q4 2022 | $5,235 | -99.1% | 91,914 | +826.6% | 0.00% | – |
| Q2 2022 | $563,000 | -87.1% | 9,919 | -82.4% | 0.00% | -100.0% |
| Q3 2021 | $4,349,000 | -6.5% | 56,250 | -6.1% | 0.00% | 0.0% |
| Q2 2021 | $4,649,000 | – | 59,904 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Howard Capital Management Inc. | 272,299 | $21,134,000 | 4.01% |
| MinichMacGregor Wealth Management, LLC | 137,029 | $10,635,000 | 3.73% |
| WJ Wealth Management, LLC | 15,230 | $1,182,000 | 3.66% |
| First Citizens Financial Corp | 57,824 | $4,488,000 | 3.39% |
| IronBridge Private Wealth, LLC | 72,895 | $5,658,000 | 3.34% |
| Sage Advisory Services, Ltd.Co. | 145,650 | $11,305,000 | 3.10% |
| Quantitative Advantage, LLC | 222,245 | $17,250,000 | 2.98% |
| SPC Financial, Inc. | 297,761 | $23,111,000 | 2.80% |
| Cadent Capital Advisors, LLC | 76,433 | $5,932,000 | 2.47% |
| Stonebridge Financial Planning Group, LLC | 52,774 | $4,167,000 | 2.21% |