ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 205 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,062 | -5.9% | 613 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $43,649 | -22.1% | 613 | -29.2% | 0.00% | -33.3% |
| Q1 2023 | $56,048 | -91.8% | 866 | -92.8% | 0.00% | -92.9% |
| Q4 2022 | $687,638 | -4.1% | 12,072 | -4.5% | 0.04% | -12.5% |
| Q3 2022 | $717,000 | 0.0% | 12,645 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $717,000 | -32.4% | 12,645 | +0.2% | 0.05% | -23.8% |
| Q4 2021 | $1,061,000 | +9.8% | 12,626 | +1.1% | 0.06% | +103.2% |
| Q3 2021 | $966,000 | -1.0% | 12,489 | -0.7% | 0.03% | 0.0% |
| Q2 2021 | $976,000 | +4.5% | 12,576 | +0.8% | 0.03% | -8.8% |
| Q1 2021 | $934,000 | – | 12,475 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Counsel, LLC | 137,524 | $11,552,000 | 7.83% |
| First Citizens Financial Corp | 58,262 | $4,894,000 | 3.58% |
| MinichMacGregor Wealth Management, LLC | 137,086 | $11,515,000 | 3.50% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,072 | $3,954,000 | 3.06% |
| Cadent Capital Advisors, LLC | 79,521 | $6,680,000 | 2.95% |
| SPC Financial, Inc. | 292,301 | $24,553,000 | 2.74% |
| Stonebridge Financial Planning Group, LLC | 53,140 | $3,892,000 | 2.04% |
| QUATTRO FINANCIAL ADVISORS LLC | 66,426 | $5,580,000 | 1.97% |
| WESPAC Advisors, LLC | 34,431 | $2,892,000 | 1.94% |
| Quantitative Advantage, LLC | 132,533 | $11,133,000 | 1.72% |