Meridian Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 164 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.

Quarter-by-quarter ownership
Meridian Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,070,686
+88.3%
10,612
+97.9%
0.07%
+37.5%
Q2 2023$568,719
+0.3%
5,363
-5.2%
0.05%
-2.0%
Q1 2023$566,940
+32.6%
5,660
+27.7%
0.05%
+16.7%
Q4 2022$427,549
+30.4%
4,432
+13.3%
0.04%
+20.0%
Q3 2022$328,000
-6.0%
3,911
-1.2%
0.04%
+20.7%
Q2 2022$349,000
+7.1%
3,958
+28.1%
0.03%
-19.4%
Q1 2022$326,000
-11.2%
3,089
-5.0%
0.04%
-7.7%
Q4 2021$367,000
-9.8%
3,253
-14.4%
0.04%
-22.0%
Q3 2021$407,000
-3.1%
3,799
+0.4%
0.05%
-7.4%
Q2 2021$420,000
+46.3%
3,783
+39.4%
0.05%
+28.6%
Q1 2021$287,000
+1.4%
2,713
+1415.6%
0.04%
+281.8%
Q2 2019$283,000
-11.0%
179
-91.8%
0.01%
-93.1%
Q1 2018$318,0002,1940.16%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Fulcrum Equity Management 31,570$4,897,0002.33%
Ameritas Investment Company, LLC 15,367$2,432,0001.15%
PLANNING DIRECTIONS INC 5,347$846,0000.86%
Stillwater Capital Advisors, LLC 20,417$3,231,0000.80%
BAROMETER CAPITAL MANAGEMENT INC. 26,800$4,241,0000.55%
Shulman DeMeo Asset Management LLC 8,724$1,381,0000.51%
NAVELLIER & ASSOCIATES INC 20,815$3,294,0000.51%
Osborn Williams & Donohoe LLC 28,717$4,545,0000.47%
FIFTH THIRD SECURITIES, INC. 9,227$1,460,0000.39%
BigSur Wealth Management LLC 3,420$544,0000.38%
View complete list of ISHARES TR shareholders