Balboa Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 288 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 2.31 and the average weighting 0.1%.

Quarter-by-quarter ownership
Balboa Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,756,795
+6.0%
23,081
+11.5%
0.73%
-5.0%
Q1 2024$2,601,443
+90.1%
20,694
+72.9%
0.77%
+68.4%
Q4 2023$1,368,775
+123.7%
11,969
+107.4%
0.46%
+113.6%
Q2 2023$611,8515,7700.21%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 41,704$4,422,2923.00%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,3342.11%
Modus Advisors, LLC 43,399$4,602,0151.98%
EUDAIMONIA ADVISORS LLC 22,086$2,341,9821.57%
SOUTHERN CAPITAL ADVISORS, LLC 18,500$1,961,7811.50%
Rainsberger Wealth Advisors, Inc. 19,079$2,023,1751.22%
PLANNING DIRECTIONS INC 11,082$1,1750.86%
Royal Fund Management, LLC 63,678$6,752,4730.84%
WEALTH ADVISORS, INC. 16,356$1,764,4850.75%
Bray Capital Advisors 20,824$2,208,1770.66%
View complete list of ISHARES TR shareholders