Realta Investment Advisors - 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
Realta Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$98,527
-30.2%
1,384
-30.2%
0.02%
-25.8%
Q2 2023$141,228
+25.0%
1,9840.0%0.03%
+10.7%
Q4 2022$112,993
-1.7%
1,984
+0.1%
0.03%
-6.7%
Q3 2022$115,000
+16.2%
1,983
+351.7%
0.03%
+11.1%
Q4 2019$99,000
+3.1%
4390.0%0.03%
+3.8%
Q3 2019$96,000
+10.3%
439
+10.0%
0.03%
+8.3%
Q2 2019$87,000
-13.9%
399
-20.0%
0.02%
-47.8%
Q1 2019$101,0004990.05%
Other shareholders
ISHARES TR shareholders Q3 2023
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