Virtue Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
Virtue Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,783,3390.0%16,8650.0%0.30%0.0%
Q2 2023$1,783,339
-23.4%
16,865
-29.9%
0.30%
-20.2%
Q1 2023$2,328,286
+148.7%
24,060
+175.6%
0.38%
+129.5%
Q3 2021$936,000
-35.5%
8,730
-33.2%
0.17%
-42.8%
Q2 2021$1,452,000
+69.8%
13,069
+61.6%
0.29%
+44.3%
Q1 2021$855,000
+153.0%
8,087
+301.1%
0.20%
+107.2%
Q4 2019$338,000
-5.8%
2,016
-10.8%
0.10%
-17.8%
Q3 2019$359,000
+24.2%
2,261
+23.7%
0.12%
+12.4%
Q2 2019$289,000
+4.7%
1,828
+0.6%
0.10%
+8.2%
Q1 2019$276,000
-78.9%
1,817
-78.3%
0.10%
-64.9%
Q3 2018$1,308,000
+122.4%
8,379
+104.9%
0.28%
-3.5%
Q2 2018$588,000
+31.0%
4,089
+34.1%
0.29%
+20.7%
Q1 2018$449,000
+30.1%
3,049
+30.3%
0.24%
+20.9%
Q4 2017$345,0002,3400.20%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 41,024$4,325,0003.15%
First Citizens Financial Corp 38,005$4,007,0003.01%
MinichMacGregor Wealth Management, LLC 82,130$8,658,0002.77%
Modus Advisors, LLC 43,822$4,620,0002.03%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,321,0001.92%
NEIRG Wealth Management, LLC 83,210$8,773,0001.72%
Kesler, Norman & Wride, LLC 67,194$7,084,0001.58%
Rainsberger Wealth Advisors, Inc. 19,819$2,089,0001.34%
PLANNING DIRECTIONS INC 15,360$1,619,0001.14%
EUDAIMONIA ADVISORS LLC 16,900$1,782,0001.02%
View complete list of ISHARES TR shareholders