FERGUSON WELLMAN CAPITAL MANAGEMENT, INC - 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
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,264,786
-5.5%
72,007
-0.7%
0.18%
-1.7%
Q2 2023$7,685,991
+5.3%
72,482
-0.5%
0.18%
-1.1%
Q1 2023$7,298,759
+100364.7%
72,871
-3.3%
0.18%
-3.2%
Q4 2022$7,265
-99.8%
75,321
+37.1%
0.19%
+5.0%
Q3 2022$4,602,000
-12.4%
54,928
-7.8%
0.18%
-7.7%
Q2 2022$5,251,000
-17.6%
59,586
-1.4%
0.20%
-3.0%
Q1 2022$6,369,000
-7.5%
60,409
-1.1%
0.20%0.0%
Q4 2021$6,889,000
-4.5%
61,108
-9.3%
0.20%
-13.7%
Q3 2021$7,216,000
-4.3%
67,338
-0.8%
0.23%
-5.3%
Q2 2021$7,540,000
+3.1%
67,858
-1.9%
0.25%
-3.1%
Q1 2021$7,314,000
-13.2%
69,198
-20.3%
0.25%
+23.3%
Q4 2020$8,431,000
+14.0%
86,830
+96.2%
0.21%
+1.0%
Q3 2020$7,395,000
+4.5%
44,245
-5.8%
0.20%
-5.6%
Q2 2020$7,079,000
+15.5%
46,945
-4.9%
0.22%
-6.1%
Q1 2020$6,128,000
-38.8%
49,345
-17.4%
0.23%
-22.0%
Q4 2019$10,017,000
+4.8%
59,755
-0.7%
0.30%
-3.3%
Q3 2019$9,562,000
-1.8%
60,205
-2.1%
0.30%
-5.9%
Q2 2019$9,735,000
-9.8%
61,515
-13.5%
0.32%
-11.7%
Q1 2019$10,788,000
-9.2%
71,075
-23.1%
0.37%
-19.5%
Q4 2018$11,875,00092,3900.46%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
New Millennium Group LLC 34,391$3,444,6793.46%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2052.07%
Modus Advisors, LLC 43,405$4,347,4082.00%
EUDAIMONIA ADVISORS LLC 23,469$2,350,6131.58%
SOUTHERN CAPITAL ADVISORS, LLC 17,716$1,774,4341.31%
Rainsberger Wealth Advisors, Inc. 19,421$1,945,1681.15%
PLANNING DIRECTIONS INC 11,557$1,1580.86%
WEALTH ADVISORS, INC. 16,961$1,673,3210.80%
Frank, Rimerman Advisors LLC 25,616$2,565,6990.71%
Bray Capital Advisors 20,824$2,085,7320.61%
View complete list of ISHARES TR shareholders