ProVise Management Group, LLC - 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
ProVise Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$238,000
-71.9%
2,260
-69.9%
0.02%
-71.4%
Q4 2021$848,000
+5.9%
7,518
+0.5%
0.08%
-2.5%
Q3 2021$801,000
-2.1%
7,477
+1.6%
0.08%
-4.8%
Q2 2021$818,000
+152.5%
7,358
+139.7%
0.08%
+137.1%
Q1 2021$324,000
+11.3%
3,070
+2.6%
0.04%
+2.9%
Q4 2020$291,000
-36.6%
2,992
+9.0%
0.03%
-44.3%
Q3 2020$459,0002,7450.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 176,331$18,636,0004.50%
MAGNOLIA CAPITAL MANAGEMENT LTD 33,664$3,558,0003.51%
First Citizens Financial Corp 36,529$3,861,0003.15%
MORGAN JESS S & CO INC 42,442$4,486,0003.14%
MinichMacGregor Wealth Management, LLC 71,473$7,553,0002.82%
Modus Advisors, LLC 44,019$4,652,0002.16%
Kesler, Norman & Wride, LLC 67,297$7,113,0001.76%
Cadent Capital Advisors, LLC 37,413$3,954,0001.76%
Frank, Rimerman Advisors LLC 26,416$2,791,9071.24%
VIVID FINANCIAL MANAGEMENT, INC. 20,189$2,134,0000.98%
View complete list of ISHARES TR shareholders