Samalin Investment Counsel, LLC - 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
Samalin Investment Counsel, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$224,527
-25.1%
2,225
-21.2%
0.13%
-20.4%
Q2 2023$299,612
+5.9%
2,8250.0%0.16%
-5.3%
Q1 2023$282,950
+3.9%
2,825
+0.0%
0.17%
-0.6%
Q4 2022$272,449
+5.6%
2,824
-8.3%
0.17%
-9.0%
Q3 2022$258,000
-3.7%
3,081
+1.2%
0.19%0.0%
Q2 2022$268,000
-9.8%
3,045
+8.0%
0.19%
+5.0%
Q1 2022$297,000
-10.8%
2,819
-4.6%
0.18%
-10.0%
Q4 2021$333,000
+6.4%
2,955
+1.1%
0.20%
-2.0%
Q3 2021$313,000
-8.7%
2,922
-5.4%
0.20%
-8.1%
Q2 2021$343,000
+5.2%
3,0900.0%0.22%
+1.4%
Q1 2021$326,000
+5.5%
3,090
-3.0%
0.22%
-5.6%
Q4 2020$309,000
+16.2%
3,184
+100.0%
0.23%
-2.1%
Q3 2020$266,000
+13.7%
1,592
+2.4%
0.24%
-3.3%
Q2 2020$234,000
-10.0%
1,5550.0%0.24%
+12.4%
Q4 2019$260,0001,5550.22%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
US FINANCIAL ADVISORS, LLC 22,843$2,446,0004.26%
Risk Paradigm Group, LLC 10,386$1,111,925,0001.41%
Stillwater Capital Advisors, LLC 29,670$3,176,0000.94%
Janney Capital Management LLC 121,644$13,023,0000.70%
Virtu Financial LLC 42,404$4,541,0000.63%
Peachtree Investment Advisors, Inc. 4,804$514,0000.52%
SONATA CAPITAL GROUP INC 3,600$385,0000.33%
Snowden Capital Advisors LLC 6,005$642,9070.22%
Destination Wealth Management 18,274$1,881,0000.18%
NATIONAL PLANNING CORP 17,965$1,940,0000.17%
View complete list of ISHARES TR shareholders