Sage Mountain Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sage Mountain Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$124,232
-3.6%
4600.0%0.02%
-5.6%
Q2 2023$128,916
+2.6%
4600.0%0.02%
-10.0%
Q1 2023$125,608
-3.8%
4600.0%0.02%
-33.3%
Q4 2022$130,507
+12.5%
4600.0%0.03%
-3.2%
Q3 2022$116,000
-6.5%
4600.0%0.03%
+40.9%
Q2 2022$124,000
-6.8%
4600.0%0.02%
+4.8%
Q1 2022$133,000
-3.6%
4600.0%0.02%
+23.5%
Q4 2021$138,000
+8.7%
4600.0%0.02%
-5.6%
Q3 2021$127,000
+0.8%
4600.0%0.02%
-14.3%
Q2 2021$126,000
+8.6%
4600.0%0.02%
-16.0%
Q1 2021$116,0004600.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders