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 ↓
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