SOUTHERN CAPITAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 82 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SOUTHERN CAPITAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$584,975
-18.2%
6,832
-12.6%
0.43%
-21.7%
Q4 2022$714,839
+4.7%
7,821
-9.4%
0.55%
-1.1%
Q3 2022$683,000
+24.9%
8,631
+30.9%
0.56%
+28.8%
Q2 2022$547,000
+4.0%
6,593
+14.3%
0.43%
+20.6%
Q1 2022$526,0005,7660.36%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Hills Bank & Trust Co 63,010$2,703,0001.32%
Brinker Capital Investments, LLC 176,000$7,550,0000.30%
MURPHY CAPITAL MANAGEMENT INC 35,695$1,531,0000.29%
Janney Capital Management LLC 60,609$2,600,0000.21%
Cetera Advisors LLC 5,867$254,0000.04%
Cambridge Investment Research Advisors, Inc. 17,172$737,0000.03%
First Allied Advisory Services, Inc. 12,299$530,0000.03%
NEW ENGLAND SECURITIES CORP /MA/ 1,295$56,0000.03%
OPPENHEIMER & CO INC 6,821$293,0000.01%
STIFEL NICOLAUS & CO INC \MO\ 8,601$368,983,0000.01%
View complete list of ISHARES TR shareholders