Sunbelt Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 197 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
Sunbelt Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,260,815
-6.3%
15,512
-5.5%
0.13%
-14.0%
Q1 2024$1,345,947
+18.9%
16,420
+10.0%
0.15%
+5.6%
Q4 2023$1,131,549
+18.1%
14,934
+4.3%
0.14%
+6.8%
Q3 2023$958,322
+44.2%
14,314
+53.3%
0.13%
+38.5%
Q2 2023$664,349
+15.7%
9,335
+2.8%
0.10%
+4.3%
Q1 2023$574,263
+19.2%
9,085
+7.4%
0.09%
-2.1%
Q4 2022$481,882
-6.8%
8,460
-4.7%
0.09%
-13.8%
Q3 2022$517,000
+19.4%
8,879
+16.2%
0.11%
+18.5%
Q2 2022$433,000
-27.2%
7,639
-1.9%
0.09%
-15.6%
Q1 2022$595,000
+3.1%
7,789
+3.3%
0.11%
+16.0%
Q4 2021$577,000
-0.7%
7,5390.0%0.09%
-9.6%
Q3 2021$581,0000.0%7,5390.0%0.10%
-1.0%
Q2 2021$581,000
-6.9%
7,539
-9.6%
0.10%
-14.6%
Q1 2021$624,000
-2.7%
8,337
-8.3%
0.12%
-6.8%
Q4 2020$641,000
+12.9%
9,093
+300.0%
0.13%
-16.5%
Q3 2020$568,000
+32.1%
2,273
+15.7%
0.16%
+6.8%
Q2 2020$430,000
+22.2%
1,965
-1.0%
0.15%
+886.7%
Q1 2020$352,000
-35.1%
1,985
-16.4%
0.02%
-73.7%
Q4 2019$542,000
+29.7%
2,375
+23.4%
0.06%
+21.3%
Q3 2019$418,0001,9250.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 24,881$4,004,0003.61%
Thai Life Insurance PCL. 15,900$2,559,0003.11%
ASSETMARK, INC 579,652$93,283,0001.22%
Transform Wealth, LLC 19,990$3,217,0001.20%
Polaris Wealth Advisory Group, LLC 57,015$9,175,0001.00%
ARS Wealth Advisors, LLC 11,015$1,773,0000.76%
NAVELLIER & ASSOCIATES INC 30,659$4,934,0000.72%
Peachtree Investment Advisors, Inc. 4,447$716,0000.66%
Aveo Capital Partners, LLC 10,113$1,627,0000.60%
Stillwater Capital Advisors, LLC 12,522$2,015,0000.54%
View complete list of ISHARES TR shareholders