J.W. COLE ADVISORS, INC. - ISHARES TR ownership

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
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,332,928
+105.1%
20,605
+166.1%
0.10%
+126.2%
Q4 2021$650,000
-32.9%
7,743
-38.0%
0.04%
-44.7%
Q2 2021$969,000
+7.2%
12,490
+3.4%
0.08%
-12.6%
Q1 2021$904,000
-7.0%
12,077
-12.4%
0.09%
-13.9%
Q4 2020$972,000
+378.8%
13,781
+1599.3%
0.10%
+531.2%
Q3 2020$203,0008110.02%
Other shareholders
ISHARES TR shareholders Q4 2020
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