Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 224 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q2 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