Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$44,000
-6.4%
1800.0%0.01%0.0%
Q2 2021$47,000
+20.5%
180
+20.0%
0.01%0.0%
Q1 2021$39,000
+18.2%
1500.0%0.01%
+20.0%
Q4 2020$33,000
+10.0%
1500.0%0.01%0.0%
Q3 2020$30,000
+42.9%
150
+15.4%
0.01%
+25.0%
Q2 2020$21,000
+16.7%
1300.0%0.00%0.0%
Q1 2020$18,000
-28.0%
1300.0%0.00%
-20.0%
Q4 2019$25,000
+4.2%
1300.0%0.01%0.0%
Q3 2019$24,0000.0%1300.0%0.01%0.0%
Q2 2019$24,000
-14.3%
130
-13.3%
0.01%
-28.6%
Q1 2019$28,000
+12.0%
1500.0%0.01%0.0%
Q4 2018$25,000
-19.4%
1500.0%0.01%
-12.5%
Q3 2018$31,000
-41.5%
150
-47.6%
0.01%
-46.7%
Q2 2018$53,000
+1.9%
2860.0%0.02%
-6.2%
Q1 2018$52,000
-8.8%
286
+0.4%
0.02%
-11.1%
Q4 2017$57,000
+7.5%
285
-5.3%
0.02%0.0%
Q3 2017$53,000
+43.2%
301
+42.7%
0.02%
+28.6%
Q2 2017$37,000
+42.3%
211
+31.9%
0.01%
+7.7%
Q1 2017$26,000
+13.0%
160
+14.3%
0.01%
-7.1%
Q4 2016$23,0000.0%140
-12.5%
0.01%
+27.3%
Q3 2016$23,000
+9.5%
1600.0%0.01%
+10.0%
Q2 2016$21,0001600.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders