OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 239 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
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$45,744
+13.4%
4000.0%0.02%
+9.5%
Q3 2023$40,356
-4.9%
4000.0%0.02%0.0%
Q2 2023$42,416
+5.9%
4000.0%0.02%0.0%
Q1 2023$40,064
+3.8%
4000.0%0.02%0.0%
Q4 2022$38,584
+13.5%
4000.0%0.02%
+16.7%
Q3 2022$34,000
-2.9%
4000.0%0.02%0.0%
Q2 2022$35,000
-16.7%
4000.0%0.02%0.0%
Q1 2022$42,000
-6.7%
4000.0%0.02%0.0%
Q4 2021$45,000
+4.7%
4000.0%0.02%0.0%
Q3 2021$43,000
-2.3%
4000.0%0.02%
+28.6%
Q2 2021$44,000
+4.8%
4000.0%0.01%
+16.7%
Q1 2021$42,000
-4.5%
400
-11.9%
0.01%
-7.7%
Q4 2020$44,000
+33.3%
454
+127.0%
0.01%
+18.2%
Q3 2020$33,000
+10.0%
2000.0%0.01%
+10.0%
Q2 2020$30,000
+20.0%
2000.0%0.01%0.0%
Q1 2020$25,000
-26.5%
2000.0%0.01%0.0%
Q4 2019$34,000
+6.2%
2000.0%0.01%0.0%
Q3 2019$32,0000.0%2000.0%0.01%0.0%
Q2 2019$32,000
+6.7%
2000.0%0.01%0.0%
Q1 2019$30,000
+15.4%
2000.0%0.01%
+11.1%
Q4 2018$26,000
-16.1%
2000.0%0.01%0.0%
Q3 2018$31,000
+6.9%
2000.0%0.01%
+12.5%
Q2 2018$29,0000.0%2000.0%0.01%
-11.1%
Q1 2018$29,0002000.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders