SOUTHERN CAPITAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 188 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

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 Q3 2023
NameSharesValueWeighting ↓
Milestone Advisory Partners 28,039$3,716,0093.43%
Kalos Management, Inc. 8,508$1,127,5652.26%
SPC Financial, Inc. 147,163$19,503,4552.22%
PGIM Custom Harvest LLC 284,323$37,681,3601.56%
EWG Elevate Inc. 23,279$3,085,1731.32%
Pinkerton Retirement Specialists, LLC 45,991$6,095,1871.14%
Navis Wealth Advisors, LLC 7,727$1,024,0921.12%
Vahanian & Associates Financial Planning Inc. 2,656$352,0000.98%
Royal Fund Management, LLC 39,749$5,267,9370.75%
Stonebridge Financial Planning Group, LLC 7,962$1,055,2040.68%
View complete list of ISHARES TR shareholders