ADELL HARRIMAN & CARPENTER INC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ADELL HARRIMAN & CARPENTER INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$745,980
-5.1%
7,3940.0%0.08%
-3.8%
Q2 2023$785,834
+4.8%
7,394
-1.3%
0.08%
-1.2%
Q1 2023$749,998
+3.8%
7,4880.0%0.08%
-2.4%
Q4 2022$722,292
-99.9%
7,488
-2.6%
0.08%
+6.4%
Q3 2022$644,100,000
-4.9%
7,6880.0%0.08%
-6.0%
Q2 2022$677,543,000
-20.5%
7,688
-4.9%
0.08%0.0%
Q1 2022$852,717,000
-6.5%
8,0880.0%0.08%
-2.4%
Q4 2021$911,841,000
+2.7%
8,088
-2.4%
0.08%
-7.6%
Q3 2021$888,142,000
-3.6%
8,2880.0%0.09%
-5.2%
Q2 2021$920,962,000
+5.1%
8,2880.0%0.10%
-8.5%
Q1 2021$875,958,000
+6.3%
8,288
-2.4%
0.11%
-2.8%
Q4 2020$824,184,000
+16.2%
8,488
+100.0%
0.11%
+2.8%
Q3 2020$709,384,000
+10.8%
4,2440.0%0.11%
-3.6%
Q2 2020$640,038,000
+21.4%
4,2440.0%0.11%
-1.8%
Q1 2020$527,105,000
-27.9%
4,244
-2.6%
0.11%
-6.7%
Q4 2019$730,743,000
-2.9%
4,359
-8.0%
0.12%
-11.8%
Q3 2019$752,648,0004,7390.14%
Other shareholders
ISHARES TR shareholders Q4 2020
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