Biltmore Capital Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Biltmore Capital Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$3,160,000
+5.7%
104,980
-0.8%
0.53%
-4.4%
Q3 2021$2,990,000
-26.2%
105,813
-24.0%
0.55%
-25.7%
Q2 2021$4,049,000
+67.2%
139,173
+50.7%
0.74%
+41.6%
Q1 2021$2,422,00092,3270.52%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Bull Oak Capital, LLC 155,062$6,345,0005.20%
EQ LLC 122,528$5,014,0003.64%
Outlook Wealth Advisors, LLC 258,549$10,580,0003.54%
Buttonwood Financial Group, LLC 100,879$4,121,0003.06%
Dentgroup LLC 75,922$3,107,0002.99%
Bernardo Wealth Planning LLC 146,189$5,982,0002.97%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$12,276,0002.90%
Keystone Financial Services 115,221$4,625,0002.66%
AVAII WEALTH MANAGEMENT, LLC 70,249$2,875,0002.66%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 179,590$7,349,0002.60%
View complete list of ISHARES TR shareholders