Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 253 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.1%.

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 2022
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