Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$28,653
-4.9%
2840.0%0.00%
Q2 2023$30,116
+142.5%
284
+129.0%
0.00%
Q1 2023$12,420
+3.8%
1240.0%0.00%
Q4 2022$11,961
+19.6%
1240.0%0.00%
Q3 2022$10,000
-9.1%
1240.0%0.00%
Q2 2022$11,000
-15.4%
1240.0%0.00%
Q1 2022$13,000
-7.1%
1240.0%0.00%
Q4 2021$14,000
+7.7%
1240.0%0.00%
Q3 2021$13,000
-7.1%
1240.0%0.00%
Q2 2021$14,000
+7.7%
1240.0%0.00%
Q1 2021$13,000
+8.3%
1240.0%0.00%
Q4 2020$12,000
+20.0%
124
+100.0%
0.00%
Q3 2020$10,000
+11.1%
620.0%0.00%
Q2 2020$9,000
+12.5%
620.0%0.00%
Q1 2020$8,000
-20.0%
620.0%0.00%
Q4 2019$10,0000.0%620.0%0.00%
Q3 2019$10,0000.0%620.0%0.00%
Q2 2019$10,000
+11.1%
620.0%0.00%
Q1 2019$9,000
+12.5%
620.0%0.00%
Q4 2018$8,000
-20.0%
620.0%0.00%
Q3 2018$10,000
+11.1%
620.0%0.00%
Q2 2018$9,0000.0%620.0%0.00%
-100.0%
Q1 2018$9,0000.0%620.0%0.00%0.0%
Q4 2017$9,0000.0%620.0%0.00%0.0%
Q3 2017$9,000
+12.5%
620.0%0.00%0.0%
Q2 2017$8,0000.0%620.0%0.00%0.0%
Q1 2017$8,000
+14.3%
620.0%0.00%0.0%
Q4 2016$7,000620.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 180,977$20,110,0004.37%
MORGAN JESS S & CO INC 42,600$4,734,0003.11%
First Citizens Financial Corp 36,601$4,067,0003.08%
MinichMacGregor Wealth Management, LLC 76,514$8,502,0002.98%
MAGNOLIA CAPITAL MANAGEMENT LTD 24,816$2,758,0002.66%
Modus Advisors, LLC 43,988$4,888,0002.06%
Cadent Capital Advisors, LLC 37,856$4,207,0001.75%
Kesler, Norman & Wride, LLC 55,576$6,259,0001.44%
PLANNING DIRECTIONS INC 14,943$1,660,0001.21%
Frank, Rimerman Advisors LLC 26,416$2,935,3461.15%
View complete list of ISHARES TR shareholders