Rockefeller Capital Management L.P. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 264 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Rockefeller Capital Management L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,680,009
-0.8%
47,555
+4.4%
0.02%
-5.9%
Q1 2024$5,724,512
+21.0%
45,537
+10.1%
0.02%
+6.2%
Q4 2023$4,729,365
+148.4%
41,355
+119.1%
0.02%
+128.6%
Q3 2023$1,904,135
-2.2%
18,873
+2.8%
0.01%
-12.5%
Q2 2023$1,946,722
+125576.0%
18,358
+18.6%
0.01%
+14.3%
Q1 2023$1,549
-11.0%
15,474
-14.3%
0.01%
-22.2%
Q4 2022$1,741
-99.9%
18,058
-3.5%
0.01%
+12.5%
Q3 2022$1,568,000
-8.9%
18,722
-4.2%
0.01%
-11.1%
Q2 2022$1,722,000
-30.6%
19,540
-17.0%
0.01%
-25.0%
Q1 2022$2,481,000
+16.0%
23,538
+24.0%
0.01%
+20.0%
Q4 2021$2,139,000
+6.0%
18,975
+0.8%
0.01%
-9.1%
Q3 2021$2,017,000
-4.1%
18,829
-0.6%
0.01%
-8.3%
Q2 2021$2,104,000
+18.1%
18,942
+12.3%
0.01%0.0%
Q1 2021$1,782,0000.0%16,862
-8.2%
0.01%
-7.7%
Q4 2020$1,782,000
+41.5%
18,362
+143.7%
0.01%
+8.3%
Q3 2020$1,259,000
+20.5%
7,534
+8.7%
0.01%
+9.1%
Q2 2020$1,045,000
+11.3%
6,930
-8.3%
0.01%
-8.3%
Q1 2020$939,000
+381.5%
7,559
+551.1%
0.01%
+500.0%
Q4 2019$195,000
-10.6%
1,161
-15.5%
0.00%
-33.3%
Q3 2019$218,000
-54.9%
1,374
-55.0%
0.00%
-57.1%
Q2 2019$483,000
-23.8%
3,054
-26.9%
0.01%
-22.2%
Q1 2019$634,0004,1790.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 41,704$4,422,2923.00%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,3342.11%
Modus Advisors, LLC 43,399$4,602,0151.98%
EUDAIMONIA ADVISORS LLC 22,086$2,341,9821.57%
SOUTHERN CAPITAL ADVISORS, LLC 18,500$1,961,7811.50%
Rainsberger Wealth Advisors, Inc. 19,079$2,023,1751.22%
PLANNING DIRECTIONS INC 11,082$1,1750.86%
Royal Fund Management, LLC 63,678$6,752,4730.84%
WEALTH ADVISORS, INC. 16,356$1,764,4850.75%
Bray Capital Advisors 20,824$2,208,1770.66%
View complete list of ISHARES TR shareholders