Sage Mountain Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 205 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sage Mountain Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$135,000
+2.3%
2,3200.0%0.04%
+56.5%
Q2 2022$132,000
-24.1%
2,3200.0%0.02%
-14.8%
Q1 2022$174,000
-10.8%
2,3200.0%0.03%
+17.4%
Q4 2021$195,000
+8.9%
2,3200.0%0.02%
-11.5%
Q3 2021$179,000
-0.6%
2,3200.0%0.03%
-13.3%
Q2 2021$180,000
+3.4%
2,3200.0%0.03%
-18.9%
Q1 2021$174,0002,3200.04%
Other shareholders
ISHARES TR shareholders Q1 2021
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