Parsec Financial Management, Inc. - 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
Parsec Financial Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$473,356
+3.8%
4,7260.0%0.02%0.0%
Q4 2022$455,870
+15.1%
4,7260.0%0.02%0.0%
Q3 2022$396,000
-5.0%
4,7260.0%0.02%0.0%
Q2 2022$417,000
-16.3%
4,7260.0%0.02%
-4.8%
Q1 2022$498,000
-6.6%
4,7260.0%0.02%
-4.5%
Q4 2021$533,000
-0.4%
4,7260.0%0.02%
-4.3%
Q3 2021$535,000
+1.9%
4,7260.0%0.02%
-8.0%
Q2 2021$525,000
+5.2%
4,7260.0%0.02%
-3.8%
Q1 2021$499,000
+8.7%
4,7260.0%0.03%
+4.0%
Q4 2020$459,000
+16.2%
4,726
+100.0%
0.02%
+4.2%
Q3 2020$395,000
+11.0%
2,3630.0%0.02%
+4.3%
Q2 2020$356,000
+21.5%
2,3630.0%0.02%
+4.5%
Q1 2020$293,000
-26.0%
2,3630.0%0.02%
-4.3%
Q4 2019$396,000
+5.6%
2,3630.0%0.02%0.0%
Q3 2019$375,000
+0.3%
2,3630.0%0.02%0.0%
Q2 2019$374,000
+4.2%
2,3630.0%0.02%0.0%
Q1 2019$359,000
+18.1%
2,3630.0%0.02%
+4.5%
Q4 2018$304,0002,3630.02%
Other shareholders
ISHARES TR shareholders Q3 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