MONTAG A & ASSOCIATES INC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 188 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$127,049
-4.5%
1,0000.0%0.01%0.0%
Q2 2023$133,050
+0.4%
1,0000.0%0.01%
-11.1%
Q1 2023$132,530
+6.2%
1,0000.0%0.01%
+12.5%
Q4 2022$124,770
+15.5%
1,0000.0%0.01%
+14.3%
Q3 2022$108,0001,0000.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Kalos Management, Inc. 7,594$876,0002.16%
SPC Financial, Inc. 149,043$16,121,0002.01%
Capital CS Group, LLC 13,366$1,446,0001.55%
First Citizens Financial Corp 13,458$1,456,0001.43%
Vahanian & Associates Financial Planning Inc. 3,529$382,0001.32%
Navis Wealth Advisors, LLC 7,610$823,0001.27%
Cadent Capital Advisors, LLC 20,813$2,251,0001.26%
Kesler, Norman & Wride, LLC 28,887$3,124,0000.87%
Royal Fund Management, LLC 43,142$4,666,0000.85%
MinichMacGregor Wealth Management, LLC 15,848$1,714,0000.68%
View complete list of ISHARES TR shareholders