C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 196 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$756,775
+9.5%
7,243
+13.5%
0.10%
+3.1%
Q2 2023$691,423
+38.3%
6,383
+27.7%
0.10%
+26.0%
Q1 2023$500,077
+117.7%
4,997
+103.3%
0.08%
+8.5%
Q4 2022$229,6582,4580.07%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,120$3,878,2982.06%
Sage Investment Advisers LLC 11,969$1,250,5071.72%
Vahanian & Associates Financial Planning Inc. 3,645$380,8301.22%
SEVEN MILE ADVISORY 9,306$972,2911.02%
Mine & Arao Wealth Creation & Management, LLC. 11,178$1,167,8390.71%
WASHBURN CAPITAL MANAGEMENT, INC. 6,095$636,8060.54%
Ballew Advisors, Inc 6,208$643,5830.53%
TrinityPoint Wealth, LLC 21,365$2,232,1810.44%
Mathes Company, Inc. 9,000$9400.44%
Kaydan Wealth Management, Inc. 9,292$970,8280.39%
View complete list of ISHARES TR shareholders