Mount Yale Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 496 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.93 and the average weighting 0.4%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,930,392
+211.7%
57,546
+289.1%
0.45%
+240.5%
Q4 2021$1,261,000
+98.9%
14,791
+68.6%
0.13%
+47.2%
Q4 2020$634,000
+922.6%
8,773
+2967.5%
0.09%
+709.1%
Q3 2018$62,000
-3.1%
2860.0%0.01%
-8.3%
Q2 2018$64,000
+3.2%
2860.0%0.01%
-7.7%
Q1 2018$62,0002860.01%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders