Choate Investment Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 234 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Choate Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$289,000
-4.9%
3,4480.0%0.02%
+5.6%
Q2 2022$304,000
-16.5%
3,4480.0%0.02%
-5.3%
Q1 2022$364,000
-6.4%
3,4480.0%0.02%
-17.4%
Q4 2021$389,000
+5.4%
3,4480.0%0.02%
-4.2%
Q3 2021$369,000
-3.7%
3,4480.0%0.02%
+4.3%
Q2 2021$383,000
+5.2%
3,4480.0%0.02%0.0%
Q1 2021$364,000
+8.7%
3,4480.0%0.02%
+15.0%
Q4 2020$335,000
+16.3%
3,448
+100.0%
0.02%
+5.3%
Q3 2020$288,000
+10.8%
1,7240.0%0.02%0.0%
Q2 2020$260,000
-16.1%
1,724
-30.9%
0.02%
-24.0%
Q1 2020$310,000
-25.8%
2,4940.0%0.02%0.0%
Q4 2019$418,000
+5.6%
2,4940.0%0.02%
+4.2%
Q3 2019$396,000
+0.3%
2,4940.0%0.02%0.0%
Q2 2019$395,000
+4.2%
2,4940.0%0.02%
+9.1%
Q1 2019$379,000
+18.1%
2,4940.0%0.02%
+4.8%
Q4 2018$321,0002,4940.02%
Other shareholders
ISHARES TR shareholders Q1 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