SOUTHERN CAPITAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 185 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SOUTHERN CAPITAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,640,986
-6.7%
24,511
-0.8%
1.36%
+1.5%
Q2 2023$1,758,664
+15.7%
24,712
+5.2%
1.34%
+19.6%
Q1 2023$1,520,022
+13.6%
23,497
+0.1%
1.12%
+8.7%
Q4 2022$1,337,566
+8.0%
23,483
+10.3%
1.04%
+2.2%
Q3 2022$1,239,000
+5.9%
21,283
+3.2%
1.01%
+9.2%
Q2 2022$1,170,000
+75.9%
20,622
+132.8%
0.93%
+104.0%
Q1 2022$665,000
-57.8%
8,859
-52.8%
0.46%
-53.3%
Q4 2021$1,576,00018,7600.97%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders