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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $221 | +3.3% | 3,104 | -6.1% | 0.07% | -2.9% |
| Q1 2023 | $214 | -99.9% | 3,304 | 0.0% | 0.07% | -19.0% |
| Q1 2022 | $248,000 | -10.8% | 3,304 | 0.0% | 0.08% | +1.2% |
| Q4 2021 | $278,000 | +9.0% | 3,304 | 0.0% | 0.08% | +5.1% |
| Q3 2021 | $255,000 | -13.9% | 3,304 | -13.4% | 0.08% | -10.2% |
| Q2 2021 | $296,000 | +3.9% | 3,814 | 0.0% | 0.09% | -2.2% |
| Q1 2021 | $285,000 | +5.9% | 3,814 | 0.0% | 0.09% | -18.2% |
| Q4 2020 | $269,000 | +13.0% | 3,814 | +299.8% | 0.11% | +11.1% |
| Q3 2020 | $238,000 | +13.9% | 954 | 0.0% | 0.10% | +6.5% |
| Q2 2020 | $209,000 | -20.8% | 954 | -17.7% | 0.09% | -11.4% |
| Q4 2019 | $264,000 | +4.8% | 1,159 | 0.0% | 0.10% | +1.0% |
| Q3 2019 | $252,000 | +0.8% | 1,159 | +1.0% | 0.10% | -4.6% |
| Q2 2019 | $250,000 | +6.8% | 1,147 | 0.0% | 0.11% | +3.8% |
| Q1 2019 | $234,000 | -6.4% | 1,147 | -3.0% | 0.10% | -8.7% |
| Q3 2018 | $250,000 | +9.2% | 1,183 | 0.0% | 0.12% | +5.5% |
| Q2 2018 | $229,000 | +7.5% | 1,183 | 0.0% | 0.11% | 0.0% |
| Q1 2018 | $213,000 | -7.4% | 1,183 | -7.8% | 0.11% | -7.6% |
| Q4 2017 | $230,000 | +9.5% | 1,283 | 0.0% | 0.12% | +6.3% |
| Q3 2017 | $210,000 | 0.0% | 1,283 | 0.0% | 0.11% | -4.3% |
| Q2 2017 | $210,000 | +1.9% | 1,283 | 0.0% | 0.12% | -10.8% |
| Q1 2017 | $206,000 | – | 1,283 | – | 0.13% | – |
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% |