Pflug Koory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 185 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Pflug Koory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,105
-5.9%
1360.0%0.01%0.0%
Q2 2023$9,679
+10.0%
1360.0%0.01%0.0%
Q1 2023$8,798
+109875.0%
1360.0%0.01%
+25.0%
Q4 2022$8
-99.9%
1360.0%0.00%
-20.0%
Q3 2022$8,0000.0%1360.0%0.01%0.0%
Q2 2022$8,000
-20.0%
1360.0%0.01%0.0%
Q1 2022$10,000
-9.1%
1360.0%0.01%
-16.7%
Q4 2021$11,0000.0%1360.0%0.01%0.0%
Q3 2021$11,0000.0%1360.0%0.01%0.0%
Q2 2021$11,000
+10.0%
1360.0%0.01%0.0%
Q1 2021$10,0000.0%1360.0%0.01%0.0%
Q4 2020$10,000
+11.1%
136
+300.0%
0.01%0.0%
Q3 2020$9,000
+28.6%
340.0%0.01%
+20.0%
Q2 2020$7,000
+16.7%
340.0%0.01%0.0%
Q1 2020$6,000
-25.0%
340.0%0.01%
-16.7%
Q4 2019$8,000
+14.3%
340.0%0.01%
+20.0%
Q3 2019$7,0000.0%340.0%0.01%0.0%
Q2 2019$7,0000.0%340.0%0.01%0.0%
Q1 2019$7,000
+16.7%
340.0%0.01%0.0%
Q4 2018$6,000
-14.3%
340.0%0.01%
-16.7%
Q3 2018$7,0000.0%340.0%0.01%0.0%
Q2 2018$7,000
+16.7%
340.0%0.01%
+20.0%
Q1 2018$6,0000.0%340.0%0.01%0.0%
Q4 2017$6,0000.0%340.0%0.01%0.0%
Q3 2017$6,0000.0%340.0%0.01%0.0%
Q2 2017$6,000
-76.0%
34
-77.8%
0.01%
-77.3%
Q1 2017$25,000
+8.7%
1530.0%0.02%
+10.0%
Q4 2016$23,0001530.02%
Other shareholders
ISHARES TR shareholders Q3 2023
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