Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$644,242
+10.4%
6,386
+16.0%
0.02%
+13.6%
Q2 2023$583,813
+6.0%
5,506
+0.1%
0.02%
-4.3%
Q1 2023$550,741
+4.1%
5,499
+0.3%
0.02%
-4.2%
Q4 2022$528,947
+19.1%
5,484
+3.5%
0.02%
+4.3%
Q3 2022$444,000
-5.7%
5,301
-0.8%
0.02%
-25.8%
Q2 2022$471,000
-18.7%
5,346
-2.6%
0.03%
-3.1%
Q1 2022$579,000
-39.6%
5,491
-35.5%
0.03%
-37.3%
Q4 2021$959,000
+1.7%
8,509
-3.3%
0.05%
-8.9%
Q3 2021$943,000
+0.9%
8,796
+4.5%
0.06%
+1.8%
Q2 2021$935,000
+56.9%
8,416
+49.4%
0.06%
+34.1%
Q1 2021$596,000
+8.2%
5,635
-0.6%
0.04%0.0%
Q4 2020$551,000
+12.7%
5,670
+93.9%
0.04%
-2.4%
Q3 2020$489,000
+4.9%
2,924
-5.4%
0.04%
-8.7%
Q2 2020$466,000
+12.8%
3,091
-7.1%
0.05%
-17.9%
Q1 2020$413,000
-64.0%
3,328
-51.3%
0.06%
-54.1%
Q4 2019$1,146,000
+152.4%
6,834
+139.1%
0.12%
+103.3%
Q3 2019$454,000
-7.9%
2,858
-8.3%
0.06%
-6.2%
Q2 2019$493,000
+3.8%
3,116
-0.5%
0.06%
-8.6%
Q1 2019$475,000
+18.5%
3,132
+0.4%
0.07%
-11.4%
Q4 2018$401,000
-34.7%
3,118
-20.7%
0.08%
-15.1%
Q3 2018$614,000
-57.8%
3,932
-61.2%
0.09%
-72.0%
Q2 2018$1,455,000
-1.4%
10,128
-0.4%
0.33%
-11.2%
Q1 2018$1,475,000
+179.9%
10,171
+184.4%
0.37%
+87.9%
Q4 2017$527,0003,5760.20%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders