Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 298 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 2.72 and the average weighting 0.2%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$1,559,498
+218.6%
12,406
+155.7%
0.48%
+157.8%
Q3 2023$489,439
-6.1%
4,851
-1.3%
0.19%
-5.1%
Q2 2023$521,3164,9160.20%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 89,708$12,428,0006.90%
Vontobel Swiss Wealth Advisors AG 34,964$4,744,0002.89%
GRIMES & COMPANY, INC. 117,844$16,326,0001.74%
GIRARD SECURITIES, INC. 7,356$1,024,0000.90%
Stillwater Capital Advisors, LLC 24,183$3,351,0000.87%
FIFTH THIRD SECURITIES, INC. 12,426$1,721,0000.67%
Risk Paradigm Group, LLC 3,938$545,570,0000.66%
Peachtree Investment Advisors, Inc. 5,241$726,0000.62%
Prospera Financial Services Inc 28,433$3,950,0000.60%
Ferris Capital, LLC 6,400$887,0000.44%
View complete list of ISHARES TR shareholders