LYELL WEALTH MANAGEMENT, LP - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 632 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$337,722
-3.7%
4,6750.0%0.04%0.0%
Q2 2023$350,625
+4.9%
4,6750.0%0.04%
-4.3%
Q1 2023$334,309
+39.9%
4,675
+23.5%
0.05%
+14.6%
Q3 2022$239,000
-0.8%
3,7850.0%0.04%
+5.1%
Q2 2022$241,000
-17.5%
3,7850.0%0.04%
+2.6%
Q1 2022$292,000
-6.4%
3,785
+3.4%
0.04%
+5.6%
Q4 2021$312,000
-49.3%
3,660
-52.8%
0.04%
-52.0%
Q3 2021$615,000
-2.1%
7,7600.0%0.08%
-3.8%
Q2 2021$628,000
-47.9%
7,760
-49.5%
0.08%
-55.7%
Q1 2021$1,205,000
+79.0%
15,380
+65.0%
0.18%
+64.5%
Q4 2020$673,0009,3200.11%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders