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 ↓
Howard Capital Management Inc. 120,747$30,190,0006.91%
MinichMacGregor Wealth Management, LLC 31,626$7,906,0003.73%
First Citizens Financial Corp 14,568$3,642,0003.60%
Quantitative Advantage, LLC 55,155$13,789,0003.37%
WJ Wealth Management, LLC 4,005$1,001,0003.24%
SPC Financial, Inc. 73,748$18,438,0003.18%
Stonebridge Financial Planning Group, LLC 12,266$3,161,0002.27%
Prospera Financial Services Inc 18,383$4,596,0001.76%
WESPAC Advisors, LLC 3,772$943,0001.17%
GARRISON POINT ADVISORS, LLC 3,978$995,0000.90%
View complete list of ISHARES TR shareholders