COTTONWOOD CAPITAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 172 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
COTTONWOOD CAPITAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,293,804
-13.5%
34,261
-8.1%
2.14%
-11.8%
Q2 2023$2,652,302
+4.4%
37,268
-5.1%
2.43%
+3.8%
Q1 2023$2,540,440
+9.5%
39,271
-3.6%
2.34%
+12.9%
Q4 2022$2,319,884
-4.2%
40,728
-2.1%
2.07%
-10.1%
Q3 2022$2,422,000
+0.6%
41,621
-1.9%
2.31%
+5.9%
Q2 2022$2,407,000
-31.0%
42,414
-8.8%
2.18%
-21.2%
Q1 2022$3,488,000
-11.8%
46,487
-1.2%
2.76%
-9.6%
Q4 2021$3,954,00047,0723.06%
Other shareholders
ISHARES TR shareholders Q2 2022
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