RAYMOND JAMES & ASSOCIATES - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 290 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
RAYMOND JAMES & ASSOCIATES ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,489,472
-2.6%
113,556
-2.8%
0.01%0.0%
Q2 2023$8,712,620
-6.7%
116,776
-11.0%
0.01%
-12.5%
Q1 2023$9,335,920
-7.5%
131,233
-1.9%
0.01%
-11.1%
Q4 2022$10,096,447
+10.1%
133,773
-1.5%
0.01%0.0%
Q3 2022$9,173,000
-4.2%
135,792
-0.8%
0.01%0.0%
Q2 2022$9,577,000
-20.6%
136,839
-4.0%
0.01%
-10.0%
Q1 2022$12,055,000
-11.1%
142,602
-8.9%
0.01%
-9.1%
Q4 2021$13,563,000
+9.7%
156,451
+4.5%
0.01%0.0%
Q3 2021$12,361,000
+7.3%
149,733
+5.3%
0.01%
+10.0%
Q2 2021$11,521,000
+22.4%
142,145
+13.1%
0.01%
+11.1%
Q1 2021$9,412,000
+36.3%
125,708
+21.6%
0.01%
+12.5%
Q4 2020$6,903,000
+17.4%
103,392
+99.5%
0.01%
+14.3%
Q3 2020$5,880,000
-28.6%
51,813
-30.7%
0.01%
-36.4%
Q2 2020$8,238,000
+50.4%
74,791
+32.8%
0.01%
+22.2%
Q1 2020$5,478,000
-57.9%
56,308
-40.4%
0.01%
-47.1%
Q4 2019$13,008,000
+9.5%
94,411
+2.3%
0.02%0.0%
Q3 2019$11,877,000
+15.0%
92,264
+12.2%
0.02%
+13.3%
Q2 2019$10,327,000
+6.2%
82,210
-0.1%
0.02%0.0%
Q1 2019$9,720,000
-6.5%
82,284
-15.8%
0.02%
-16.7%
Q4 2018$10,397,000
-5.4%
97,739
+8.0%
0.02%
+5.9%
Q3 2018$10,989,000
-34.4%
90,464
-36.7%
0.02%
-39.3%
Q2 2018$16,755,000
+10.4%
142,976
+11.0%
0.03%
+3.7%
Q1 2018$15,180,000
+2.2%
128,852
+3.6%
0.03%0.0%
Q4 2017$14,850,000
+9.1%
124,340
+2.4%
0.03%0.0%
Q3 2017$13,610,000
+10.7%
121,387
+6.2%
0.03%0.0%
Q2 2017$12,289,000
+23.8%
114,299
+19.9%
0.03%
+17.4%
Q1 2017$9,923,000
+77.6%
95,367
+73.2%
0.02%
+64.3%
Q4 2016$5,587,000
+45.8%
55,068
+29.3%
0.01%
+40.0%
Q3 2016$3,833,000
-2.6%
42,593
-7.0%
0.01%
-16.7%
Q2 2016$3,936,000
-9.1%
45,805
-10.5%
0.01%
-20.0%
Q1 2016$4,329,000
-64.6%
51,166
-63.0%
0.02%
-65.9%
Q4 2015$12,223,000
+8.2%
138,296
+2.9%
0.04%
-4.3%
Q3 2015$11,301,000
-6.0%
134,361
+0.3%
0.05%0.0%
Q2 2015$12,019,000
+5.4%
133,930
+4.6%
0.05%
-8.0%
Q1 2015$11,406,000
-16.4%
128,087
-15.3%
0.05%
-25.4%
Q4 2014$13,640,000
+169.9%
151,214
+150.5%
0.07%
+131.0%
Q3 2014$5,054,000
-27.8%
60,368
-28.3%
0.03%
-32.6%
Q2 2014$7,003,000
+44.9%
84,235
+42.5%
0.04%
+30.3%
Q1 2014$4,834,000
-2.2%
59,122
-4.1%
0.03%
-10.8%
Q4 2013$4,944,000
+7.3%
61,674
-1.9%
0.04%
-7.5%
Q3 2013$4,609,000
+79.3%
62,886
+75.0%
0.04%
+66.7%
Q2 2013$2,571,00035,9440.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders