TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 193 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$70,967
-5.9%
1,0600.0%0.04%0.0%
Q2 2023$75,438
+10.0%
1,0600.0%0.04%
+2.9%
Q1 2023$68,571
+13.6%
1,0600.0%0.04%
+16.7%
Q4 2022$60,378
-2.6%
1,0600.0%0.03%
-14.3%
Q3 2022$62,000
+3.3%
1,0600.0%0.04%
+12.9%
Q2 2022$60,000
-25.0%
1,0600.0%0.03%
-20.5%
Q1 2022$80,000
-10.1%
1,0600.0%0.04%
-9.3%
Q4 2021$89,000
+8.5%
1,0600.0%0.04%
-2.3%
Q3 2021$82,0001,0600.04%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 24,881$4,004,0003.61%
Thai Life Insurance PCL. 15,900$2,559,0003.11%
ASSETMARK, INC 579,652$93,283,0001.22%
Transform Wealth, LLC 19,990$3,217,0001.20%
Polaris Wealth Advisory Group, LLC 57,015$9,175,0001.00%
ARS Wealth Advisors, LLC 11,015$1,773,0000.76%
NAVELLIER & ASSOCIATES INC 30,659$4,934,0000.72%
Peachtree Investment Advisors, Inc. 4,447$716,0000.66%
Aveo Capital Partners, LLC 10,113$1,627,0000.60%
Stillwater Capital Advisors, LLC 12,522$2,015,0000.54%
View complete list of ISHARES TR shareholders