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 ↓
New Millennium Group LLC 34,391$3,444,6793.46%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2052.07%
Modus Advisors, LLC 43,405$4,347,4082.00%
EUDAIMONIA ADVISORS LLC 23,469$2,350,6131.58%
SOUTHERN CAPITAL ADVISORS, LLC 17,716$1,774,4341.31%
Rainsberger Wealth Advisors, Inc. 19,421$1,945,1681.15%
PLANNING DIRECTIONS INC 11,557$1,1580.86%
WEALTH ADVISORS, INC. 16,961$1,673,3210.80%
Frank, Rimerman Advisors LLC 25,616$2,565,6990.71%
Bray Capital Advisors 20,824$2,085,7320.61%
View complete list of ISHARES TR shareholders