MinichMacGregor Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 240 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MinichMacGregor Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$383,786
-4.9%
3,8040.0%0.13%
+0.8%
Q2 2023$403,376
+6.3%
3,804
+0.4%
0.13%0.0%
Q1 2023$379,506
+2.7%
3,789
-1.1%
0.13%
-5.3%
Q4 2022$369,447
+20.3%
3,830
+4.3%
0.13%
+8.1%
Q3 2022$307,000
-95.9%
3,672
-95.7%
0.12%
-96.0%
Q2 2022$7,479,000
-13.6%
84,872
+3.3%
3.08%
+11.3%
Q1 2022$8,658,000
-25.1%
82,130
-19.9%
2.77%
-21.3%
Q4 2021$11,556,000
+13.3%
102,510
+7.7%
3.52%
+2.4%
Q3 2021$10,202,000
+20.0%
95,209
+24.4%
3.43%
+15.2%
Q2 2021$8,502,000
+12.6%
76,514
+7.1%
2.98%
+5.6%
Q1 2021$7,553,000
+6.3%
71,473
-2.3%
2.82%
-2.5%
Q4 2020$7,103,00073,1612.89%
Other shareholders
ISHARES TR shareholders Q1 2022
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