Bradley & Co. Private Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 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 Q4 2021
NameSharesValueWeighting ↓
Fulcrum Equity Management 31,570$4,897,0002.33%
Ameritas Investment Company, LLC 15,367$2,432,0001.15%
PLANNING DIRECTIONS INC 5,347$846,0000.86%
Stillwater Capital Advisors, LLC 20,417$3,231,0000.80%
BAROMETER CAPITAL MANAGEMENT INC. 26,800$4,241,0000.55%
NAVELLIER & ASSOCIATES INC 20,815$3,294,0000.51%
Shulman DeMeo Asset Management LLC 8,724$1,381,0000.51%
Osborn Williams & Donohoe LLC 28,717$4,545,0000.47%
FIFTH THIRD SECURITIES, INC. 9,227$1,460,0000.39%
BigSur Wealth Management LLC 3,420$544,0000.38%
View complete list of ISHARES TR shareholders