Kovitz Investment Group Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 240 filers reported holding ISHARES TR in Q1 2022. 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 2022
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 168,460$16,357,0003.81%
MAGNOLIA CAPITAL MANAGEMENT LTD 67,328$6,538,0003.37%
First Citizens Financial Corp 38,390$3,728,0003.25%
MORGAN JESS S & CO INC 40,800$3,962,0003.16%
MinichMacGregor Wealth Management, LLC 73,161$7,103,0002.89%
Modus Advisors, LLC 42,772$4,153,0002.15%
Kesler, Norman & Wride, LLC 67,732$6,577,0001.83%
Cadent Capital Advisors, LLC 36,231$3,518,0001.73%
Frank, Rimerman Advisors LLC 26,416$2,564,9941.16%
Stillwater Capital Advisors, LLC 36,615$3,555,0000.68%
View complete list of ISHARES TR shareholders