Osborn Williams & Donohoe LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 156 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.

Quarter-by-quarter ownership
Osborn Williams & Donohoe LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$3,288,000
-27.5%
19,615
-31.3%
0.33%
-28.0%
Q3 2019$4,537,000
-0.2%
28,567
-0.5%
0.46%
-2.4%
Q2 2019$4,545,000
+12.3%
28,717
+9.7%
0.47%
+12.5%
Q1 2019$4,048,00026,1670.42%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 176,331$18,636,0004.50%
MAGNOLIA CAPITAL MANAGEMENT LTD 33,664$3,558,0003.51%
First Citizens Financial Corp 36,529$3,861,0003.15%
MORGAN JESS S & CO INC 42,442$4,486,0003.14%
MinichMacGregor Wealth Management, LLC 71,473$7,553,0002.82%
Modus Advisors, LLC 44,019$4,652,0002.16%
Kesler, Norman & Wride, LLC 67,297$7,113,0001.76%
Cadent Capital Advisors, LLC 37,413$3,954,0001.76%
Frank, Rimerman Advisors LLC 26,416$2,791,9071.24%
VIVID FINANCIAL MANAGEMENT, INC. 20,189$2,134,0000.98%
View complete list of ISHARES TR shareholders