PETTYJOHN, WOOD & WHITE, INC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 192 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.2%.

Quarter-by-quarter ownership
PETTYJOHN, WOOD & WHITE, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,923,640
-2.3%
39,107
-2.5%
0.69%
+0.1%
Q2 2023$2,992,384
+1.2%
40,107
-3.5%
0.69%
-4.6%
Q1 2023$2,955,654
+92495.7%
41,547
-1.8%
0.72%
-9.3%
Q4 2022$3,192
-99.9%
42,2890.0%0.80%
+4.5%
Q3 2022$2,857,000
-52.3%
42,289
-50.6%
0.76%
+7.6%
Q2 2022$5,988,000
+62.9%
85,568
+96.8%
0.71%
-9.8%
Q1 2022$3,676,000
-3.7%
43,484
-1.2%
0.78%
-0.1%
Q4 2021$3,816,000
-0.2%
44,019
-5.0%
0.79%
-7.4%
Q3 2021$3,825,000
-0.3%
46,335
-2.1%
0.85%
-1.2%
Q2 2021$3,835,000
+4.7%
47,315
-3.3%
0.86%
-1.2%
Q1 2021$3,664,000
+10.3%
48,940
-1.6%
0.87%
+2.5%
Q4 2020$3,322,000
+14.1%
49,760
+94.0%
0.85%
-0.4%
Q3 2020$2,911,000
-0.3%
25,655
-3.2%
0.85%
-8.8%
Q2 2020$2,919,000
+7.4%
26,505
-5.2%
0.93%
-8.0%
Q1 2020$2,719,000
-35.6%
27,955
-8.8%
1.01%
-16.5%
Q4 2019$4,225,000
+6.9%
30,665
-0.2%
1.22%
+1.2%
Q3 2019$3,954,000
-0.4%
30,715
-2.8%
1.20%
-2.4%
Q2 2019$3,971,000
+6.0%
31,615
-0.3%
1.23%
+0.8%
Q1 2019$3,746,000
+10.3%
31,715
-0.7%
1.22%
-2.0%
Q4 2018$3,397,000
-11.4%
31,940
+1.2%
1.24%
-0.2%
Q3 2018$3,835,000
+2.9%
31,570
-0.7%
1.25%
-4.1%
Q2 2018$3,726,000
-2.0%
31,795
-1.4%
1.30%
-5.4%
Q1 2018$3,801,000
+6.1%
32,261
+7.5%
1.38%
+6.8%
Q4 2017$3,584,000
-1.9%
30,006
-7.9%
1.29%
-4.9%
Q3 2017$3,652,000
+3.1%
32,570
-1.1%
1.35%
+3.1%
Q2 2017$3,542,000
-2.6%
32,945
-5.7%
1.31%
-2.8%
Q1 2017$3,636,000
+1.7%
34,945
-0.9%
1.35%
-2.7%
Q4 2016$3,576,000
+9.6%
35,245
-2.8%
1.39%
-10.6%
Q3 2016$3,262,000
+4.7%
36,2500.0%1.55%
+26.2%
Q2 2016$3,115,000
+0.2%
36,250
-1.4%
1.23%
-3.1%
Q1 2016$3,109,000
-5.4%
36,750
-1.2%
1.27%
-9.0%
Q4 2015$3,288,000
+3.9%
37,200
-1.1%
1.40%
-4.1%
Q3 2015$3,165,000
-13.4%
37,625
-7.6%
1.45%
-5.5%
Q2 2015$3,653,000
+32.9%
40,703
+31.8%
1.54%
+35.1%
Q1 2015$2,749,000
-8.7%
30,875
-7.5%
1.14%
-8.5%
Q4 2014$3,010,000
+14.8%
33,374
+6.5%
1.24%
+9.8%
Q3 2014$2,623,000
+2.2%
31,325
+1.5%
1.13%
+1.0%
Q2 2014$2,567,000
+0.9%
30,875
-0.8%
1.12%
-3.5%
Q1 2014$2,545,000
+2.9%
31,125
+0.9%
1.16%
-19.6%
Q4 2013$2,473,000
+5.5%
30,850
-3.5%
1.45%
-0.2%
Q3 2013$2,343,000
+3.7%
31,975
+1.3%
1.45%
+2.4%
Q2 2013$2,259,00031,5751.42%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders