Kovitz Investment Group Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 234 filers reported holding ISHARES TR in Q1 2021. 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 Q1 2021
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