IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 176 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$477
-99.9%
8,367
+2.6%
0.11%
-12.2%
Q3 2022$475,000
+4.2%
8,155
+1.4%
0.12%
+17.1%
Q2 2022$456,000
-30.6%
8,039
-8.1%
0.10%
-16.7%
Q1 2022$657,000
-7.6%
8,752
+3.3%
0.13%0.0%
Q4 2021$711,000
+16.9%
8,470
+7.7%
0.13%
+7.7%
Q3 2021$608,000
+9.7%
7,866
+10.2%
0.12%
+5.4%
Q2 2021$554,000
-49.7%
7,135
+40.9%
0.11%
-65.1%
Q2 2019$1,102,000
+36633.3%
5,065
+25225.0%
0.32%
+31700.0%
Q4 2016$3,000200.00%
Other shareholders
ISHARES TR shareholders Q4 2022
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