Modus Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 239 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Modus Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$5,022,159
+14.4%
43,915
+1.0%
2.04%
+6.5%
Q3 2023$4,388,297
-4.6%
43,496
+0.2%
1.91%
-3.1%
Q2 2023$4,602,015
+5.9%
43,399
-0.0%
1.98%
-1.3%
Q1 2023$4,347,408
+1.9%
43,405
-1.9%
2.00%
-3.1%
Q4 2022$4,267,912
+15.8%
44,245
+0.6%
2.07%
+6.7%
Q3 2022$3,684,000
-5.2%
43,967
-0.3%
1.94%
-1.5%
Q2 2022$3,886,000
-15.9%
44,097
+0.6%
1.97%
-2.9%
Q1 2022$4,620,000
-4.0%
43,822
+2.6%
2.03%
-1.1%
Q4 2021$4,815,000
+3.0%
42,708
-2.1%
2.05%
+1.2%
Q3 2021$4,677,000
-4.3%
43,646
-0.8%
2.02%
-1.6%
Q2 2021$4,888,000
+5.1%
43,988
-0.1%
2.06%
-4.6%
Q1 2021$4,652,000
+12.0%
44,019
+2.9%
2.16%
+0.3%
Q4 2020$4,153,000
+19.0%
42,772
+104.8%
2.15%
+7.1%
Q3 2020$3,491,000
+58.4%
20,884
+42.9%
2.00%
+39.5%
Q2 2020$2,204,00014,6121.44%
Other shareholders
ISHARES TR shareholders Q2 2021
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