Fulcrum Equity Management - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 156 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.

Quarter-by-quarter ownership
Fulcrum Equity Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$1,185,000
+233.8%
10,664
+217.1%
0.44%
+215.7%
Q1 2021$355,000
-77.5%
3,363
-79.3%
0.14%
-77.7%
Q4 2020$1,577,000
+2.0%
16,244
+75.6%
0.63%
-12.3%
Q3 2020$1,546,000
-12.3%
9,249
-20.9%
0.72%
-14.0%
Q2 2020$1,763,000
-61.1%
11,693
-56.7%
0.83%
-64.8%
Q4 2019$4,528,000
+1.9%
27,011
-3.4%
2.37%
+5.2%
Q3 2019$4,443,000
-9.3%
27,974
-11.4%
2.25%
-3.5%
Q2 2019$4,897,000
-68.4%
31,570
-69.1%
2.33%
-56.2%
Q1 2019$15,515,000102,2185.33%
Other shareholders
ISHARES TR shareholders Q1 2019
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