Latitude 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
Latitude Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$581,000
+33.6%
7,740
+49.6%
0.13%
+7.4%
Q4 2021$435,000
-18.7%
5,174
-25.2%
0.12%
-27.8%
Q3 2021$535,000
+99.6%
6,918
+100.0%
0.17%
-15.1%
Q2 2021$268,000
+3.5%
3,4590.0%0.20%
-6.1%
Q1 2021$259,000
+8.4%
3,459
+2.0%
0.21%0.0%
Q4 2020$239,0003,3920.21%
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