Cadent Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cadent Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$348,845
+10.2%
4,902
+0.1%
0.21%
+43.4%
Q1 2023$316,684
+13.8%
4,895
+0.2%
0.14%
+5.8%
Q4 2022$278,260
-2.0%
4,885
+0.1%
0.14%
-13.8%
Q3 2022$284,000
+2.9%
4,878
+0.2%
0.16%
+1.9%
Q2 2022$276,000
-24.4%
4,869
+0.1%
0.16%
-6.0%
Q1 2022$365,000
-94.5%
4,865
-93.9%
0.17%
-94.4%
Q4 2021$6,680,000
+9.4%
79,521
+0.7%
2.95%
+8.7%
Q3 2021$6,104,000
+2.9%
78,949
+3.3%
2.72%
+10.1%
Q2 2021$5,932,000
+4.8%
76,433
+1.1%
2.47%
-1.8%
Q1 2021$5,660,000
-4.0%
75,638
-9.5%
2.51%
-13.4%
Q4 2020$5,894,00083,6092.90%
Other shareholders
ISHARES TR shareholders Q1 2022
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