Shulman DeMeo Asset 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
Shulman DeMeo Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,936,460
-4.9%
19,1940.0%0.65%
+6.2%
Q2 2023$2,035,308
+6.2%
19,194
+0.3%
0.61%
+1.2%
Q1 2023$1,917,345
+4.1%
19,143
+0.3%
0.60%
-1.6%
Q4 2022$1,841,475
+15.8%
19,091
+0.6%
0.61%
+8.5%
Q3 2022$1,590,000
-4.9%
18,9770.0%0.56%
+2.0%
Q2 2022$1,672,000
-16.2%
18,977
+0.3%
0.55%0.0%
Q1 2022$1,996,000
-6.2%
18,929
+0.2%
0.55%
-0.4%
Q4 2021$2,129,000
+5.7%
18,883
+0.4%
0.56%
-68.2%
Q3 2021$2,015,000
+3.0%
18,803
+1.6%
1.75%
+228.0%
Q1 2021$1,956,000
+13.3%
18,510
+4.0%
0.53%
+8.1%
Q4 2020$1,727,000
+16.5%
17,790
+100.6%
0.49%
-0.4%
Q3 2020$1,483,000
+11.2%
8,870
+0.3%
0.50%
-4.1%
Q2 2020$1,334,000
+22.3%
8,847
+0.8%
0.52%
+1.6%
Q1 2020$1,091,000
-25.9%
8,7810.0%0.51%
-0.6%
Q4 2019$1,472,000
+6.3%
8,781
+0.7%
0.51%
+10.1%
Q3 2019$1,385,000
+0.3%
8,7240.0%0.46%
-8.8%
Q2 2019$1,381,000
+4.6%
8,724
+0.3%
0.51%
+1.4%
Q1 2019$1,320,0008,6970.50%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 176,331$18,636,0004.50%
MAGNOLIA CAPITAL MANAGEMENT LTD 33,664$3,558,0003.51%
First Citizens Financial Corp 36,529$3,861,0003.15%
MORGAN JESS S & CO INC 42,442$4,486,0003.14%
MinichMacGregor Wealth Management, LLC 71,473$7,553,0002.82%
Modus Advisors, LLC 44,019$4,652,0002.16%
Kesler, Norman & Wride, LLC 67,297$7,113,0001.76%
Cadent Capital Advisors, LLC 37,413$3,954,0001.76%
Frank, Rimerman Advisors LLC 26,416$2,791,9071.24%
VIVID FINANCIAL MANAGEMENT, INC. 20,189$2,134,0000.98%
View complete list of ISHARES TR shareholders