SOUTHERN CAPITAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 0.1%.

Quarter-by-quarter ownership
SOUTHERN CAPITAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,857,525
-5.3%
18,411
-0.5%
1.54%
+3.0%
Q2 2023$1,961,781
+10.6%
18,500
+4.4%
1.50%
+14.2%
Q1 2023$1,774,434
+9.0%
17,716
+5.0%
1.31%
+4.3%
Q4 2022$1,627,84716,8761.26%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 180,977$20,110,0004.37%
MORGAN JESS S & CO INC 42,600$4,734,0003.11%
First Citizens Financial Corp 36,601$4,067,0003.08%
MinichMacGregor Wealth Management, LLC 76,514$8,502,0002.98%
MAGNOLIA CAPITAL MANAGEMENT LTD 24,816$2,758,0002.66%
Modus Advisors, LLC 43,988$4,888,0002.06%
Cadent Capital Advisors, LLC 37,856$4,207,0001.75%
Kesler, Norman & Wride, LLC 55,576$6,259,0001.44%
PLANNING DIRECTIONS INC 14,943$1,660,0001.21%
Frank, Rimerman Advisors LLC 26,416$2,935,3461.15%
View complete list of ISHARES TR shareholders