Latitude Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 201 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 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