ProVise Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 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 Q4 2021
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