ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 192 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308 | -7.5% | 4,595 | -1.8% | 0.24% | -2.5% |
| Q2 2023 | $333 | +5.0% | 4,681 | -4.4% | 0.24% | +2.5% |
| Q1 2023 | $317 | +13.6% | 4,899 | +0.2% | 0.24% | +10.8% |
| Q4 2022 | $279 | -99.9% | 4,890 | +0.1% | 0.21% | -7.0% |
| Q3 2022 | $284,000 | 0.0% | 4,883 | -2.4% | 0.23% | +5.0% |
| Q2 2022 | $284,000 | -35.0% | 5,004 | -14.1% | 0.22% | -29.0% |
| Q1 2022 | $437,000 | -10.6% | 5,822 | +0.1% | 0.31% | -5.8% |
| Q4 2021 | $489,000 | +8.7% | 5,817 | +0.0% | 0.33% | -0.3% |
| Q3 2021 | $450,000 | -6.1% | 5,815 | -5.8% | 0.33% | -6.6% |
| Q2 2021 | $479,000 | +0.6% | 6,173 | -3.0% | 0.35% | -6.7% |
| Q1 2021 | $476,000 | +5.8% | 6,361 | -0.3% | 0.38% | +2.7% |
| Q4 2020 | $450,000 | +12.2% | 6,379 | +297.9% | 0.36% | +3.4% |
| Q3 2020 | $401,000 | +8.7% | 1,603 | -4.8% | 0.35% | +2.6% |
| Q2 2020 | $369,000 | +82.7% | 1,684 | +47.8% | 0.34% | +21.6% |
| Q1 2020 | $202,000 | -51.9% | 1,139 | -38.1% | 0.28% | -27.1% |
| Q4 2019 | $420,000 | -16.0% | 1,839 | -20.0% | 0.39% | -19.2% |
| Q3 2019 | $500,000 | -6.9% | 2,300 | -6.7% | 0.48% | -11.9% |
| Q2 2019 | $537,000 | +4.9% | 2,466 | -1.5% | 0.54% | -10.5% |
| Q1 2019 | $512,000 | +12.0% | 2,504 | -0.9% | 0.61% | +7.8% |
| Q4 2018 | $457,000 | -14.3% | 2,527 | +0.4% | 0.56% | +14.1% |
| Q3 2018 | $533,000 | +9.4% | 2,518 | +0.2% | 0.50% | +5.3% |
| Q2 2018 | $487,000 | -0.2% | 2,514 | -6.0% | 0.47% | -1.7% |
| Q1 2018 | $488,000 | – | 2,675 | – | 0.48% | – |
Download | ||||||
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% |