Sowell Financial Services 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
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$294
-100.0%
2,934
-62.4%
0.02%
-23.3%
Q1 2021$873,000
+18.8%
7,803
+3.1%
0.03%
-3.2%
Q4 2020$735,000
+78.0%
7,570
+206.6%
0.03%
+47.6%
Q3 2020$413,000
+11.0%
2,469
+0.0%
0.02%
+5.0%
Q2 2020$372,000
+15.5%
2,468
-4.8%
0.02%
-16.7%
Q1 2020$322,000
-44.4%
2,593
-25.0%
0.02%
-45.5%
Q4 2019$579,000
-4.1%
3,456
-9.2%
0.04%
-12.0%
Q3 2019$604,000
-3.0%
3,805
-7.3%
0.05%
-28.6%
Q1 2019$623,000
+15.4%
4,103
-2.4%
0.07%
-7.9%
Q4 2018$540,000
-23.7%
4,203
-11.3%
0.08%
-49.3%
Q2 2018$708,000
+1.7%
4,741
-4.5%
0.15%
-13.8%
Q1 2018$696,000
-9.5%
4,9650.0%0.17%
-7.4%
Q4 2017$769,000
+13.1%
4,965
+3.1%
0.19%
+6.2%
Q3 2017$680,000
+5.9%
4,815
+0.0%
0.18%
-2.7%
Q2 2017$642,000
+5.2%
4,814
+2.1%
0.18%
+1.1%
Q1 2017$610,000
+147.0%
4,714
+141.7%
0.18%
+116.9%
Q4 2016$247,0001,9500.08%
Other shareholders
ISHARES TR shareholders Q1 2019
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