LYELL WEALTH MANAGEMENT, LP - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 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 Q4 2022
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders