MAI Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 240 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MAI Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$278,010
+3.4%
2,622
-2.3%
0.00%0.0%
Q1 2023$268,822
+3.9%
2,684
+0.1%
0.00%0.0%
Q4 2022$258,714
+23.8%
2,682
+7.3%
0.00%0.0%
Q3 2022$209,000
-6.7%
2,499
-1.9%
0.00%0.0%
Q2 2022$224,000
-24.6%
2,547
-9.7%
0.00%
-20.0%
Q1 2022$297,000
-6.6%
2,821
+0.1%
0.01%0.0%
Q4 2021$318,0002,8190.01%
Other shareholders
ISHARES TR shareholders Q1 2022
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