Hartford Financial Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 0.1%.

Quarter-by-quarter ownership
Hartford Financial Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
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 Q3 2023
NameSharesValueWeighting ↓
New Millennium Group LLC 34,391$3,444,6793.46%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2052.07%
Modus Advisors, LLC 43,405$4,347,4082.00%
EUDAIMONIA ADVISORS LLC 23,469$2,350,6131.58%
SOUTHERN CAPITAL ADVISORS, LLC 17,716$1,774,4341.31%
Rainsberger Wealth Advisors, Inc. 19,421$1,945,1681.15%
PLANNING DIRECTIONS INC 11,557$1,1580.86%
WEALTH ADVISORS, INC. 16,961$1,673,3210.80%
Frank, Rimerman Advisors LLC 25,616$2,565,6990.71%
Bray Capital Advisors 20,824$2,085,7320.61%
View complete list of ISHARES TR shareholders