WNY Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.

Quarter-by-quarter ownership
WNY Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$588,927
-6.4%
6,601
-0.3%
0.12%
-14.2%
Q2 2023$629,385
+3.3%
6,619
+1.7%
0.13%
-7.6%
Q1 2023$609,297
+3.4%
6,510
+0.8%
0.14%
-8.8%
Q4 2022$589,497
+11.9%
6,456
+1.3%
0.16%
-16.8%
Q3 2022$527,000
-4.7%
6,372
+2.7%
0.19%
+2.1%
Q2 2022$553,000
-12.1%
6,203
+0.9%
0.19%
-3.6%
Q1 2022$629,000
-1.6%
6,150
+0.2%
0.19%
+2.1%
Q4 2021$639,000
+5.8%
6,140
+2.3%
0.19%
-9.1%
Q3 2021$604,000
-2.4%
6,001
+2.0%
0.21%
-5.9%
Q2 2021$619,000
+22.1%
5,884
+17.0%
0.22%
+9.9%
Q1 2021$507,0005,0290.20%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders