MAI Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q2 2023
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 41,024$4,325,0003.15%
First Citizens Financial Corp 38,005$4,007,0003.01%
MinichMacGregor Wealth Management, LLC 82,130$8,658,0002.77%
Modus Advisors, LLC 43,822$4,620,0002.03%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,321,0001.92%
NEIRG Wealth Management, LLC 83,210$8,773,0001.72%
Kesler, Norman & Wride, LLC 67,194$7,084,0001.58%
Rainsberger Wealth Advisors, Inc. 19,819$2,089,0001.34%
PLANNING DIRECTIONS INC 15,360$1,619,0001.14%
EUDAIMONIA ADVISORS LLC 16,900$1,782,0001.02%
View complete list of ISHARES TR shareholders