Hartford Financial Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 264 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Hartford Financial Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$13,967
-5.0%
1170.0%0.00%0.0%
Q1 2024$14,700
+9.9%
1170.0%0.00%0.0%
Q4 2023$13,373
+13.3%
1170.0%0.00%0.0%
Q3 2023$11,798
-4.9%
1170.0%0.00%0.0%
Q2 2023$12,400
+5.9%
1170.0%0.00%0.0%
Q1 2023$11,712
+3.8%
1170.0%0.00%0.0%
Q4 2022$11,279
+12.8%
1170.0%0.00%0.0%
Q3 2022$10,0000.0%1170.0%0.00%0.0%
Q2 2022$10,000
-16.7%
1170.0%0.00%0.0%
Q1 2022$12,000
-7.7%
1170.0%0.00%0.0%
Q4 2021$13,0000.0%1170.0%0.00%0.0%
Q3 2021$13,0000.0%1170.0%0.00%0.0%
Q2 2021$13,000
+8.3%
1170.0%0.00%0.0%
Q1 2021$12,000
+9.1%
1170.0%0.00%0.0%
Q4 2020$11,000
+10.0%
117
+98.3%
0.00%0.0%
Q3 2020$10,000
+11.1%
590.0%0.00%0.0%
Q2 2020$9,000
+28.6%
590.0%0.00%0.0%
Q1 2020$7,000
-30.0%
590.0%0.00%0.0%
Q4 2019$10,000
+11.1%
590.0%0.00%0.0%
Q3 2019$9,0000.0%590.0%0.00%0.0%
Q2 2019$9,0000.0%590.0%0.00%0.0%
Q1 2019$9,000
+12.5%
590.0%0.00%0.0%
Q4 2018$8,000
-11.1%
590.0%0.00%0.0%
Q3 2018$9,000
+12.5%
590.0%0.00%0.0%
Q2 2018$8,000
+14.3%
59
+1.7%
0.00%0.0%
Q2 2017$7,0000.0%580.0%0.00%
-25.0%
Q4 2016$7,000
+16.7%
58
+1.8%
0.00%0.0%
Q3 2016$6,0000.0%570.0%0.00%0.0%
Q2 2016$6,0000.0%570.0%0.00%0.0%
Q1 2016$6,000
+20.0%
570.0%0.00%
+33.3%
Q4 2015$5,0000.0%570.0%0.00%0.0%
Q3 2015$5,0000.0%57
+1.8%
0.00%0.0%
Q2 2015$5,0000.0%560.0%0.00%0.0%
Q4 2014$5,0000.0%560.0%0.00%0.0%
Q3 2014$5,0000.0%560.0%0.00%0.0%
Q2 2014$5,0000.0%56
+1.8%
0.00%0.0%
Q1 2014$5,0000.0%550.0%0.00%0.0%
Q4 2013$5,000
+25.0%
550.0%0.00%0.0%
Q3 2013$4,000550.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 41,704$4,422,2923.00%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,3342.11%
Modus Advisors, LLC 43,399$4,602,0151.98%
EUDAIMONIA ADVISORS LLC 22,086$2,341,9821.57%
SOUTHERN CAPITAL ADVISORS, LLC 18,500$1,961,7811.50%
Rainsberger Wealth Advisors, Inc. 19,079$2,023,1751.22%
PLANNING DIRECTIONS INC 11,082$1,1750.86%
Royal Fund Management, LLC 63,678$6,752,4730.84%
WEALTH ADVISORS, INC. 16,356$1,764,4850.75%
Bray Capital Advisors 20,824$2,208,1770.66%
View complete list of ISHARES TR shareholders