SRS Capital Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 260 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 11.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$27,062
+286.6%
175
+250.0%
0.00%
+200.0%
Q2 2022$7,000
-22.2%
500.0%0.00%0.0%
Q1 2022$9,000
-10.0%
500.0%0.00%0.0%
Q4 2021$10,000
+11.1%
500.0%0.00%0.0%
Q3 2021$9,000500.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 18,417$2,848,0108.85%
Kozak & Associates, Inc. 79,445$12,194,8074.46%
SAM Advisors, LLC 41,000$6,340,2402.75%
RiverFront Investment Group, LLC 453,505$70,1292.49%
ARKANSAS FINANCIAL GROUP, INC. 47,871$7,402,7901.51%
Baltimore-Washington Financial Advisors, Inc. 110,214$17,043,5661.38%
Financial Freedom, LLC 11,268$1,742,4161.24%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 39,526$6,112,3011.20%
COTTONWOOD CAPITAL ADVISORS, LLC 6,001$927,9550.87%
Snider Financial Group 11,249$1,739,6090.84%
View complete list of ISHARES TR shareholders