MONTAG A & ASSOCIATES INC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$46,685
-5.7%
6960.0%0.00%0.0%
Q2 2023$49,533
+10.0%
6960.0%0.00%0.0%
Q1 2023$45,025
+13.6%
6960.0%0.00%0.0%
Q4 2022$39,644
-5.6%
696
-3.5%
0.00%0.0%
Q3 2022$42,000
+133.3%
721
+124.6%
0.00%
+200.0%
Q2 2022$18,000
-25.0%
3210.0%0.00%0.0%
Q1 2022$24,000
-11.1%
3210.0%0.00%0.0%
Q4 2021$27,000
+8.0%
3210.0%0.00%0.0%
Q3 2021$25,0000.0%3210.0%0.00%0.0%
Q2 2021$25,000
+4.2%
3210.0%0.00%0.0%
Q1 2021$24,000
+14.3%
321
+8.4%
0.00%0.0%
Q4 2020$21,0002960.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 61,069$4,088,5702.88%
COTTONWOOD CAPITAL ADVISORS, LLC 34,261$2,293,8042.14%
Stonebridge Financial Planning Group, LLC 35,442$2,372,8601.52%
SOUTHERN CAPITAL ADVISORS, LLC 24,511$1,640,9861.36%
GARRISON POINT ADVISORS, LLC 15,060$1,008,2670.78%
New Legacy Group, LLC 4,200$281,1940.77%
WESPAC Advisors SoCal, LLC 25,451$1,703,9440.58%
PGIM Custom Harvest LLC 215,600$14,434,4200.53%
RPg Family Wealth Advisory, LLC 19,244$1,290,8020.53%
Stillwater Capital Advisors, LLC 36,580$2,449,0310.45%
View complete list of ISHARES TR shareholders