Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 0.1%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$19,000
-5.0%
234
+0.4%
0.01%0.0%
Q2 2022$20,000
-16.7%
233
+0.4%
0.01%
-16.7%
Q1 2022$24,000
-7.7%
2320.0%0.01%0.0%
Q4 2021$26,000
+8.3%
232
+0.4%
0.01%0.0%
Q3 2021$24,000
-4.0%
2310.0%0.01%0.0%
Q2 2021$25,000
+4.2%
2310.0%0.01%
-14.3%
Q1 2021$24,000
+9.1%
231
+0.4%
0.01%0.0%
Q4 2020$22,000
+15.8%
230
+101.8%
0.01%0.0%
Q3 2020$19,000
+11.8%
1140.0%0.01%
+16.7%
Q2 2020$17,000
+30.8%
1140.0%0.01%0.0%
Q1 2020$13,000
-31.6%
114
+0.9%
0.01%0.0%
Q4 2019$19,000
+11.8%
1130.0%0.01%0.0%
Q3 2019$17,0001130.01%
Other shareholders
ISHARES TR shareholders Q3 2023
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