Bradley & Co. Private Wealth Management, 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
Bradley & Co. Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,062
-4.9%
700.0%0.01%0.0%
Q2 2023$7,423
+5.9%
700.0%0.01%
-12.5%
Q1 2023$7,011
+3.8%
700.0%0.01%0.0%
Q4 2022$6,752
-69.3%
70
-73.3%
0.01%
-69.2%
Q3 2022$22,000
-4.3%
2620.0%0.03%
+4.0%
Q2 2022$23,000
-17.9%
2620.0%0.02%
+4.2%
Q1 2022$28,000
-6.7%
2620.0%0.02%0.0%
Q4 2021$30,000
+7.1%
2620.0%0.02%0.0%
Q3 2021$28,000
-3.4%
2620.0%0.02%
-4.0%
Q2 2021$29,000
+3.6%
2620.0%0.02%
-3.8%
Q1 2021$28,0002620.03%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders