FERGUSON WELLMAN CAPITAL MANAGEMENT, INC - ISHARES TR ownership

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
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,614,863
-6.8%
68,930
-1.0%
0.11%
-2.6%
Q2 2023$4,953,614
+0.1%
69,605
-9.0%
0.12%
-6.5%
Q1 2023$4,949,108
+111266.1%
76,505
-1.9%
0.12%
+6.9%
Q4 2022$4,444
-99.9%
78,011
+5.3%
0.12%
-31.4%
Q3 2022$4,311,000
+8.6%
74,068
+5.9%
0.17%
+15.0%
Q2 2022$3,969,000
-29.0%
69,951
-6.2%
0.15%
-16.5%
Q1 2022$5,594,000
-13.9%
74,541
-3.6%
0.18%
-6.9%
Q4 2021$6,495,000
-0.5%
77,321
-8.4%
0.19%
-10.4%
Q3 2021$6,528,000
-1.1%
84,441
-0.7%
0.21%
-1.9%
Q2 2021$6,598,000
+0.0%
85,010
-3.6%
0.22%
-6.1%
Q1 2021$6,596,000
-0.9%
88,140
-6.7%
0.23%
+40.5%
Q4 2020$6,657,000
+10.8%
94,420
+293.0%
0.16%
-1.8%
Q3 2020$6,007,000
+6.2%
24,025
-7.0%
0.17%
-4.0%
Q2 2020$5,656,000
+13.1%
25,825
-8.6%
0.17%
-8.0%
Q1 2020$5,003,000
-41.8%
28,240
-25.0%
0.19%
-25.7%
Q4 2019$8,595,000
+3.4%
37,660
-1.5%
0.25%
-4.5%
Q3 2019$8,315,000
-0.7%
38,250
-0.5%
0.26%
-4.7%
Q2 2019$8,374,000
-22.0%
38,460
-26.8%
0.28%
-23.8%
Q1 2019$10,740,000
-25.1%
52,565
-33.6%
0.36%
-33.6%
Q4 2018$14,330,00079,2150.55%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 61,069$4,088,5702.88%
COTTONWOOD CAPITAL ADVISORS, LLC 34,261$2,293,8042.14%
Stonebridge Financial Planning Group, LLC 35,442$2,372,8601.52%
SOUTHERN CAPITAL ADVISORS, LLC 24,511$1,640,9861.36%
GARRISON POINT ADVISORS, LLC 15,060$1,008,2670.78%
New Legacy Group, LLC 4,200$281,1940.77%
WESPAC Advisors SoCal, LLC 25,451$1,703,9440.58%
PGIM Custom Harvest LLC 215,600$14,434,4200.53%
RPg Family Wealth Advisory, LLC 19,244$1,290,8020.53%
Stillwater Capital Advisors, LLC 36,580$2,449,0310.45%
View complete list of ISHARES TR shareholders