West Coast Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 177 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 2.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
West Coast Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$327,150
-7.1%
5,0000.0%0.04%
-9.3%
Q1 2024$352,000
+34.1%
5,000
+400.0%
0.04%
+26.5%
Q4 2023$262,430
+12.3%
1,0000.0%0.03%
-2.9%
Q3 2023$233,770
-6.4%
1,0000.0%0.04%0.0%
Q2 2023$249,8201,0000.04%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 30,105$5,637,0003.45%
STRATEGIC WEALTH MANAGEMENT INC 18,277$3,418,0002.89%
TOTH FINANCIAL ADVISORY CORP 44,238$8,274,0002.01%
Clarus Wealth Advisors 6,888$1,288,0001.19%
Sage Capital Advisors,llc 6,009$1,124,0000.80%
FIRST UNITED BANK & TRUST 4,419$826,0000.54%
NVWM, LLC 3,935$721,0000.52%
BAROMETER CAPITAL MANAGEMENT INC. 32,700$6,116,0000.52%
CHARTIST INC /CA/ 5,553$1,038,627,0000.49%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 340,064$63,602,0000.48%
View complete list of ISHARES TR shareholders