Mount Yale Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

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 Q1 2022
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders