M&R CAPITAL MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
M&R CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$10,307
+15.5%
1000.0%0.00%
+50.0%
Q3 2023$8,922
-6.2%
1000.0%0.00%0.0%
Q2 2023$9,509
+1.6%
1000.0%0.00%
-33.3%
Q1 2023$9,359
+2.5%
1000.0%0.00%0.0%
Q4 2022$9,131
+14.1%
1000.0%0.00%
+50.0%
Q3 2022$8,0000.0%1000.0%0.00%0.0%
Q2 2022$8,000
-20.0%
1000.0%0.00%0.0%
Q1 2022$10,0000.0%1000.0%0.00%0.0%
Q4 2021$10,0000.0%1000.0%0.00%0.0%
Q3 2021$10,0000.0%1000.0%0.00%0.0%
Q2 2021$10,0000.0%1000.0%0.00%0.0%
Q1 2021$10,000
+25.0%
1000.0%0.00%0.0%
Q4 2020$8,000
+33.3%
100
+100.0%
0.00%
+100.0%
Q3 2020$6,0000.0%500.0%0.00%
-50.0%
Q2 2020$6,000
+50.0%
500.0%0.00%
+100.0%
Q1 2020$4,000
-50.0%
500.0%0.00%
-50.0%
Q4 2019$8,000
+14.3%
500.0%0.00%0.0%
Q3 2019$7,0000.0%500.0%0.00%0.0%
Q2 2019$7,0000.0%500.0%0.00%0.0%
Q1 2019$7,000
+16.7%
500.0%0.00%0.0%
Q4 2018$6,000
-25.0%
500.0%0.00%0.0%
Q3 2018$8,0000.0%500.0%0.00%0.0%
Q2 2018$8,000
+14.3%
500.0%0.00%0.0%
Q1 2018$7,0000.0%500.0%0.00%0.0%
Q4 2017$7,0000.0%500.0%0.00%0.0%
Q3 2017$7,000
+16.7%
500.0%0.00%
+100.0%
Q2 2017$6,0000.0%500.0%0.00%
-50.0%
Q1 2017$6,000
-14.3%
500.0%0.00%0.0%
Q4 2016$7,000
+16.7%
500.0%0.00%0.0%
Q3 2016$6,000
+20.0%
500.0%0.00%
+100.0%
Q2 2016$5,000500.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders