ENVESTNET ASSET 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
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,335,737
-15.5%
52,887
-11.2%
0.00%
-33.3%
Q2 2023$6,316,038
-28.2%
59,563
-32.2%
0.00%
-25.0%
Q1 2023$8,798,264
-27.3%
87,842
-30.0%
0.00%
-33.3%
Q4 2022$12,098,892
+86.8%
125,429
+62.3%
0.01%
+50.0%
Q3 2022$6,476,000
-19.6%
77,299
-15.5%
0.00%
-20.0%
Q2 2022$8,058,000
-21.2%
91,437
-5.7%
0.01%0.0%
Q1 2022$10,226,000
-16.2%
96,992
-10.4%
0.01%
-16.7%
Q4 2021$12,201,000
+5.6%
108,226
+0.3%
0.01%0.0%
Q3 2021$11,558,000
-1.1%
107,858
+2.5%
0.01%
-14.3%
Q2 2021$11,690,000
+22.9%
105,202
+16.9%
0.01%
+16.7%
Q1 2021$9,511,000
+54.3%
89,994
+41.8%
0.01%
+20.0%
Q4 2020$6,162,000
+131.5%
63,460
+298.5%
0.01%
+150.0%
Q3 2020$2,662,000
-14.2%
15,924
-22.6%
0.00%
-33.3%
Q2 2020$3,101,000
+39.9%
20,564
+15.2%
0.00%0.0%
Q1 2020$2,216,000
-7.3%
17,846
+25.2%
0.00%0.0%
Q4 2019$2,390,000
+24.0%
14,257
+17.4%
0.00%
+50.0%
Q3 2019$1,928,000
-38.4%
12,139
-38.6%
0.00%
-50.0%
Q2 2019$3,131,000
+115.9%
19,784
+107.1%
0.00%
+100.0%
Q1 2019$1,450,000
+10.7%
9,552
-6.3%
0.00%0.0%
Q4 2018$1,310,000
+116.5%
10,191
+162.9%
0.00%
+100.0%
Q3 2018$605,000
-49.5%
3,877
-53.5%
0.00%
-66.7%
Q2 2018$1,197,000
+1.1%
8,329
+0.7%
0.00%0.0%
Q1 2018$1,184,000
-26.3%
8,270
-24.2%
0.00%
-25.0%
Q4 2017$1,607,000
+35.6%
10,911
+27.4%
0.00%
+33.3%
Q3 2017$1,185,000
-5.6%
8,562
-10.3%
0.00%0.0%
Q2 2017$1,255,000
-22.9%
9,544
-26.2%
0.00%
-40.0%
Q1 2017$1,627,000
-89.0%
12,926
-89.4%
0.01%
-90.6%
Q4 2016$14,732,000
-29.3%
122,186
-32.9%
0.05%
-34.6%
Q3 2016$20,830,000
+23.5%
182,164
+18.8%
0.08%
+20.9%
Q2 2016$16,862,000
+1673.1%
153,401
+1627.3%
0.07%
+1575.0%
Q1 2016$951,000
-92.3%
8,881
-92.6%
0.00%
-92.9%
Q4 2015$12,336,000
+1309.8%
119,862
+1221.7%
0.06%
+1300.0%
Q3 2015$875,000
-21.1%
9,069
-13.9%
0.00%
-20.0%
Q2 2015$1,109,000
-95.4%
10,530
-95.3%
0.01%
-96.0%
Q1 2015$24,041,000
-15.2%
222,870
-16.2%
0.12%
-56.9%
Q4 2014$28,355,000
-15.4%
266,018
-19.7%
0.29%
-14.5%
Q3 2014$33,516,000
-36.5%
331,416
-34.9%
0.34%
-38.6%
Q2 2014$52,755,000
+61.2%
509,219
+56.5%
0.55%
+51.2%
Q1 2014$32,736,000
-62.2%
325,377
-61.9%
0.36%
-63.4%
Q4 2013$86,613,000
-1.5%
854,339
-12.1%
0.99%
-7.5%
Q3 2013$87,942,000
+44.4%
971,520
+32.3%
1.07%
+36.2%
Q2 2013$60,895,000734,3000.79%
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