Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 344 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$38,000
+40.7%
457
+36.4%
0.01%
+25.0%
Q2 2021$27,000
+92.9%
335
+231.7%
0.00%
+33.3%
Q4 2019$14,000
+7.7%
1010.0%0.00%0.0%
Q3 2019$13,000
+116.7%
101
+102.0%
0.00%
+200.0%
Q2 2019$6,0000.0%500.0%0.00%
-50.0%
Q1 2019$6,000
+20.0%
500.0%0.00%
+100.0%
Q4 2018$5,000500.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders