Southland Equity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 105 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Southland Equity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,355,059
-6.5%
43,045
-1.4%
0.47%
-4.7%
Q2 2023$1,449,116
+0.9%
43,648
-1.8%
0.49%
-13.3%
Q1 2023$1,435,924
+4.5%
44,430
-0.3%
0.56%
+6.4%
Q4 2022$1,374,551
+13.9%
44,585
-0.7%
0.53%
-10.6%
Q3 2022$1,206,567
-12.3%
44,921
-2.3%
0.59%
-5.6%
Q2 2022$1,375,570
-14.1%
45,960
+1.8%
0.63%
-5.7%
Q1 2022$1,600,885
-2.0%
45,146
+5.1%
0.67%
-0.6%
Q4 2021$1,633,699
+1.8%
42,958
+2.0%
0.67%
-9.0%
Q3 2021$1,604,241
-1.8%
42,128
-0.2%
0.74%
-4.5%
Q2 2021$1,633,347
-10.0%
42,227
-12.5%
0.77%
-25.2%
Q1 2021$1,815,178
-1.9%
48,276
-1.7%
1.03%
-17.3%
Q4 2020$1,849,89549,1341.25%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 78,392$2,074,0003.46%
Ackerman Capital Advisors, LLC 286,220$7,573,0002.95%
Armbruster Capital Management, Inc. 230,525$6,100,0002.87%
Kathmere Capital Management, LLC 286,240$7,574,0002.75%
Beacon Harbor Wealth Advisors, Inc. 110,945$2,936,0002.22%
MERCER GLOBAL ADVISORS INC /ADV 2,683,651$71,009,0001.56%
ATLAS CAPITAL ADVISORS LLC 186,952$4,946,750,0001.47%
OmniStar Financial Group, Inc. 44,310$1,172,0001.15%
FAS Wealth Partners, Inc. 128,678$3,405,0000.60%
MANAGED ACCOUNT SERVICES INC 33,535$842,0000.41%
View complete list of ISHARES TR shareholders