Mystic Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Mystic Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$553,164
-6.6%
6,200
-0.5%
0.31%
-2.2%
Q2 2023$592,411
+1.6%
6,2300.0%0.32%
-1.2%
Q1 2023$583,066
+5.9%
6,230
+3.3%
0.32%
+2.9%
Q4 2022$550,599
+10.8%
6,0300.0%0.31%
-1.6%
Q3 2022$497,000
-7.3%
6,0300.0%0.32%
-2.8%
Q2 2022$536,000
-13.3%
6,030
-0.2%
0.33%
-1.5%
Q1 2022$618,000
-1.9%
6,040
+0.2%
0.33%
+11.4%
Q4 2021$630,0006,0300.30%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders