EDMOND DE ROTHSCHILD HOLDING S.A. - 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
EDMOND DE ROTHSCHILD HOLDING S.A. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$393,471
-4.9%
3,9000.0%0.01%0.0%
Q2 2023$413,556
+5.9%
3,9000.0%0.01%
-11.1%
Q1 2023$390,624
+3.8%
3,9000.0%0.01%0.0%
Q4 2022$376,194
+15.0%
3,9000.0%0.01%0.0%
Q3 2022$327,000
-4.9%
3,9000.0%0.01%
+12.5%
Q2 2022$344,000
-16.3%
3,9000.0%0.01%
-11.1%
Q1 2022$411,000
-6.6%
3,9000.0%0.01%
-10.0%
Q4 2021$440,000
+5.3%
3,9000.0%0.01%0.0%
Q3 2021$418,000
-3.5%
3,9000.0%0.01%0.0%
Q2 2021$433,000
+5.1%
3,9000.0%0.01%
-9.1%
Q1 2021$412,000
+8.7%
3,9000.0%0.01%
-15.4%
Q4 2020$379,000
-56.0%
3,900
-24.3%
0.01%
-61.8%
Q3 2020$861,000
-9.8%
5,150
-18.6%
0.03%
-12.8%
Q2 2020$955,000
+294.6%
6,330
+224.6%
0.04%
+200.0%
Q1 2020$242,000
-26.0%
1,9500.0%0.01%0.0%
Q4 2019$327,000
+5.5%
1,9500.0%0.01%
+8.3%
Q3 2019$310,000
-10.7%
1,950
-11.0%
0.01%
-7.7%
Q2 2019$347,000
+10.5%
2,190
+5.8%
0.01%
+18.2%
Q1 2019$314,000
+18.0%
2,0700.0%0.01%
+22.2%
Q4 2018$266,000
-17.9%
2,0700.0%0.01%0.0%
Q3 2018$324,000
+15.7%
2,070
+6.2%
0.01%
+12.5%
Q2 2018$280,000
-1.1%
1,9500.0%0.01%0.0%
Q1 2018$283,000
-1.4%
1,9500.0%0.01%0.0%
Q4 2017$287,000
+6.3%
1,9500.0%0.01%0.0%
Q3 2017$270,000
+5.5%
1,9500.0%0.01%
+14.3%
Q2 2017$256,000
+4.1%
1,9500.0%0.01%0.0%
Q1 2017$246,000
+4.7%
1,9500.0%0.01%0.0%
Q4 2016$235,0001,9500.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders