SOUTHERN CAPITAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 195 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
SOUTHERN CAPITAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$210,511
+0.8%
1,582
+0.4%
0.16%
+3.9%
Q1 2023$208,818
+2.9%
1,576
-3.1%
0.16%
-1.3%
Q4 2022$203,004
-15.1%
1,627
+1.8%
0.16%
-3.7%
Q1 2022$239,000
-67.0%
1,598
-69.1%
0.16%
-63.5%
Q4 2021$724,0005,1640.45%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 120,789$13,699,00013.05%
PIERSHALE FINANCIAL GROUP, INC. 187,139$21,223,00010.19%
Barber Financial Group, Inc. 365,017$41,397,0007.56%
Ascension Capital Advisors, Inc. 57,357$6,505,0004.54%
Ascension Asset Management LLC 57,357$6,505,0004.54%
EWG Elevate Inc. 57,269$6,495,0002.99%
Royal Fund Management, LLC 97,231$11,027,0002.34%
Pinkerton Retirement Specialists, LLC 82,836$9,394,0002.26%
Mattern Wealth Management LLC 47,266$5,360,0002.03%
Brookstone Capital Management 365,884$41,495,0001.65%
View complete list of ISHARES TR shareholders