MONEY CONCEPTS CAPITAL CORP - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 199 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MONEY CONCEPTS CAPITAL CORP ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$10,783
-48.7%
100
-51.7%
0.00%
-100.0%
Q3 2022$21,000
+40.0%
207
+46.8%
0.00%0.0%
Q2 2022$15,000
+7.1%
141
+29.4%
0.00%0.0%
Q1 2022$14,000
+100.0%
109
+127.1%
0.00%0.0%
Q4 2021$7,000480.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
One Capital Management, LLC 153,912$13,687,0004.02%
JUNCTURE WEALTH STRATEGIES, LLC 60,894$5,415,0003.11%
MONROE BANK & TRUST/MI 101,822$9,055,0003.00%
Efficient Advisors, LLC 205,809$18,303,0002.69%
Parkside Advisors LLC 41,621$3,701,0002.64%
WESCAP Management Group, Inc. 43,247$3,845,0001.81%
BOK Financial Private Wealth, Inc. 119,489$10,626,0001.53%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 34,858$3,100,0001.37%
SMITH, MOORE & CO. 41,393$3,681,0001.23%
REGENTATLANTIC CAPITAL LLC 141,212$12,558,0001.14%
View complete list of ISHARES TR shareholders