OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 231 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.87 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 Q3 2021
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 180,977$20,110,0004.37%
MORGAN JESS S & CO INC 42,600$4,734,0003.11%
First Citizens Financial Corp 36,601$4,067,0003.08%
MinichMacGregor Wealth Management, LLC 76,514$8,502,0002.98%
MAGNOLIA CAPITAL MANAGEMENT LTD 24,816$2,758,0002.66%
Modus Advisors, LLC 43,988$4,888,0002.06%
Cadent Capital Advisors, LLC 37,856$4,207,0001.75%
Kesler, Norman & Wride, LLC 55,576$6,259,0001.44%
PLANNING DIRECTIONS INC 14,943$1,660,0001.21%
Frank, Rimerman Advisors LLC 26,416$2,935,3461.15%
View complete list of ISHARES TR shareholders