Procyon Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.

Quarter-by-quarter ownership
Procyon Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$479,000
+8.1%
3,719
+17.3%
0.10%
+5.3%
Q4 2021$443,000
+94.3%
3,171
+101.0%
0.09%
+62.1%
Q3 2021$228,000
-5.8%
1,578
-0.3%
0.06%
-12.1%
Q2 2021$242,000
+572.2%
1,583
+339.7%
0.07%
+200.0%
Q4 2019$36,0003600.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 104,991$9,499,0002.79%
Schoolcraft Capital LLC 63,204$5,718,0862.69%
One Capital Management, LLC 187,381$16,952,0002.31%
Efficient Advisors, LLC 132,875$12,021,0002.21%
MD Financial Management Inc. 599,658$54,251,0002.19%
Harborview Advisors, LLC 28,571$2,585,0001.97%
Regal Investment Advisors LLC 17,771$1,608,0001.90%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,169$19,195,0001.84%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,531$3,667,0001.39%
DOWLING & YAHNKE LLC 127,615$11,545,0000.93%
View complete list of ISHARES TR shareholders