Kovitz Investment Group Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$301,0000.0%3,0980.0%0.01%0.0%
Q4 2020$301,000
+7.5%
3,098
+84.6%
0.01%
-12.5%
Q3 2020$280,000
+10.7%
1,6780.0%0.01%0.0%
Q2 2020$253,000
+21.6%
1,6780.0%0.01%0.0%
Q1 2020$208,000
-26.0%
1,6780.0%0.01%0.0%
Q4 2019$281,000
+5.6%
1,6780.0%0.01%0.0%
Q3 2019$266,0000.0%1,6780.0%0.01%0.0%
Q2 2019$266,000
+4.3%
1,6780.0%0.01%0.0%
Q1 2019$255,000
+18.1%
1,6780.0%0.01%
-11.1%
Q4 2018$216,0001,6780.01%
Other shareholders
ISHARES TR shareholders Q4 2020
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