Commonwealth Financial Services, LLC - 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
Commonwealth Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$252,888
+25.2%
2,507
+55.2%
0.08%
-65.9%
Q1 2017$202,000
-94.4%
1,615
-94.5%
0.22%
-93.8%
Q4 2016$3,609,000
+16.2%
29,440
+8.4%
3.56%
+21.7%
Q3 2016$3,106,000
+427.3%
27,165
+406.9%
2.92%
+321.2%
Q2 2016$589,000
+806.2%
5,359
+774.2%
0.69%
+891.4%
Q2 2015$65,000
-97.8%
613
-97.7%
0.07%
-97.3%
Q1 2015$2,915,000
+4384.6%
27,021
+4308.0%
2.56%
+4319.0%
Q4 2014$65,0006130.06%
Other shareholders
ISHARES TR shareholders Q3 2023
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