Accel Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$9,742
-18.8%
101
-21.7%
0.01%
-16.7%
Q3 2022$12,0000.0%1290.0%0.01%
-14.3%
Q2 2022$12,000
-7.7%
129
+3.2%
0.01%0.0%
Q1 2022$13,000
-7.1%
1250.0%0.01%0.0%
Q4 2021$14,000
+7.7%
1250.0%0.01%
-12.5%
Q3 2021$13,000
-7.1%
1250.0%0.01%
-11.1%
Q2 2021$14,000
-26.3%
125
-32.1%
0.01%
-40.0%
Q1 2021$19,0001840.02%
Other shareholders
ISHARES TR shareholders Q1 2023
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