Bryn Mawr Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bryn Mawr Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$228,787
-19.7%
2,406
-13.6%
0.02%
-73.8%
Q1 2022$285,000
-4.4%
2,784
-2.2%
0.08%
-29.2%
Q4 2021$298,000
+43.3%
2,848
+90.2%
0.11%
-47.2%
Q1 2017$208,000
-1.0%
1,4970.0%0.21%0.0%
Q4 2016$210,0001,4970.21%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders