Winslow, Evans & Crocker, Inc. - 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
Winslow, Evans & Crocker, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2016$93,446,000
-47.3%
776
-38.4%
0.03%
+16.0%
Q3 2016$177,244,000
+108.1%
1,260
+62.4%
0.02%0.0%
Q2 2016$85,188,000
+1.9%
776
-0.6%
0.02%0.0%
Q1 2016$83,614,000
+4.0%
781
-0.1%
0.02%
+8.7%
Q4 2015$80,382,000
+6.7%
7820.0%0.02%
-4.2%
Q3 2015$75,320,000
-8.5%
7820.0%0.02%
+4.3%
Q2 2015$82,272,000
-1.6%
782
+0.8%
0.02%
-4.2%
Q1 2015$83,600,000
+1.2%
7760.0%0.02%0.0%
Q4 2014$82,608,000
-92.0%
776
-92.4%
0.02%
-91.9%
Q3 2014$1,036,584,000
+1.4%
10,250
+3.9%
0.30%
-12.1%
Q2 2014$1,022,118,000
+1137.4%
9,866
+1101.7%
0.34%
+1107.1%
Q1 2014$82,601,000
+7548.2%
821
-92.3%
0.03%
-92.4%
Q4 2013$1,080,00010,6500.37%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 41,024$4,325,0003.15%
First Citizens Financial Corp 38,005$4,007,0003.01%
MinichMacGregor Wealth Management, LLC 82,130$8,658,0002.77%
Modus Advisors, LLC 43,822$4,620,0002.03%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,321,0001.92%
NEIRG Wealth Management, LLC 83,210$8,773,0001.72%
Kesler, Norman & Wride, LLC 67,194$7,084,0001.58%
Rainsberger Wealth Advisors, Inc. 19,819$2,089,0001.34%
PLANNING DIRECTIONS INC 15,360$1,619,0001.14%
EUDAIMONIA ADVISORS LLC 16,900$1,782,0001.02%
View complete list of ISHARES TR shareholders