Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 264 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - 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 Q2 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 41,704$4,422,2923.00%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,3342.11%
Modus Advisors, LLC 43,399$4,602,0151.98%
EUDAIMONIA ADVISORS LLC 22,086$2,341,9821.57%
SOUTHERN CAPITAL ADVISORS, LLC 18,500$1,961,7811.50%
Rainsberger Wealth Advisors, Inc. 19,079$2,023,1751.22%
PLANNING DIRECTIONS INC 11,082$1,1750.86%
Royal Fund Management, LLC 63,678$6,752,4730.84%
WEALTH ADVISORS, INC. 16,356$1,764,4850.75%
Bray Capital Advisors 20,824$2,208,1770.66%
View complete list of ISHARES TR shareholders