Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 192 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
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,225,792
-14.2%
18,309
-8.8%
0.05%
-11.1%
Q2 2023$1,428,550
+26.2%
20,073
+14.7%
0.05%
+17.4%
Q1 2023$1,132,120
-1.1%
17,501
-12.9%
0.05%
-9.8%
Q4 2022$1,145,104
-1.9%
20,104
+0.2%
0.05%
-15.0%
Q3 2022$1,167,000
+3.5%
20,055
+0.9%
0.06%
-20.0%
Q2 2022$1,128,000
-36.2%
19,880
-15.6%
0.08%
-24.2%
Q1 2022$1,767,000
-19.2%
23,549
-9.6%
0.10%
-14.7%
Q4 2021$2,188,000
+16.3%
26,043
+7.0%
0.12%
+4.5%
Q3 2021$1,882,000
+8.3%
24,349
+8.8%
0.11%
+7.8%
Q2 2021$1,737,000
+3.7%
22,383
+0.0%
0.10%
-10.4%
Q1 2021$1,675,000
+2.3%
22,379
-3.6%
0.12%
-5.7%
Q4 2020$1,637,000
+2.8%
23,220
+264.8%
0.12%
-11.6%
Q3 2020$1,592,000
-17.6%
6,366
-27.8%
0.14%
-27.4%
Q2 2020$1,932,000
+27.2%
8,823
+2.9%
0.19%
-7.8%
Q1 2020$1,519,000
-18.6%
8,572
+4.8%
0.21%
+3.5%
Q4 2019$1,867,000
+352.1%
8,180
+330.3%
0.20%
+261.8%
Q3 2019$413,000
-0.2%
1,9010.0%0.06%
+1.9%
Q2 2019$414,000
+6.2%
1,901
-0.3%
0.05%
-6.9%
Q1 2019$390,000
+13.4%
1,907
+0.4%
0.06%
-14.7%
Q4 2018$344,000
-74.3%
1,899
-70.0%
0.07%
-66.7%
Q3 2018$1,341,000
+232.8%
6,333
+204.6%
0.20%
+121.7%
Q2 2018$403,000
+1.5%
2,079
-4.5%
0.09%
-8.9%
Q1 2018$397,000
+7.0%
2,176
+5.2%
0.10%
-27.9%
Q4 2017$371,0002,0680.14%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders