Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 148 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$54,000
+350.0%
289
+351.6%
0.01%
+250.0%
Q2 2021$12,000
+20.0%
64
+12.3%
0.00%
+100.0%
Q1 2021$10,000
+900.0%
57
+714.3%
0.00%
Q4 2020$1,0000.0%70.0%0.00%
Q3 2020$1,0000.0%7
-95.2%
0.00%
Q2 2020$1,0000.0%146
+1985.7%
0.00%
Q1 2020$1,0000.0%70.0%0.00%
Q4 2019$1,0000.0%70.0%0.00%
Q3 2019$1,0000.0%70.0%0.00%
Q2 2019$1,00070.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 18,417$2,909,7088.51%
Kozak & Associates, Inc. 66,588$10,608,2044.28%
SAM Advisors, LLC 41,539$6,562,7472.73%
RiverFront Investment Group, LLC 463,841$73,2822.39%
ARKANSAS FINANCIAL GROUP, INC. 48,139$7,605,5001.52%
Financial Freedom, LLC 12,325$1,947,1671.36%
Baltimore-Washington Financial Advisors, Inc. 107,464$16,978,1721.35%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40,881$6,458,7891.22%
COTTONWOOD CAPITAL ADVISORS, LLC 6,331$1,000,1940.92%
Snider Financial Group 11,249$1,777,2940.85%
View complete list of ISHARES TR shareholders