Veritable, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Veritable, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$203,460
-5.7%
2,8600.0%0.00%
-25.0%
Q4 2022$215,844
+7.9%
2,8600.0%0.00%0.0%
Q2 2022$200,000
-17.4%
2,8600.0%0.00%0.0%
Q1 2022$242,000
-2.4%
2,8600.0%0.00%0.0%
Q4 2021$248,000
+5.1%
2,8600.0%0.00%0.0%
Q3 2021$236,000
+1.7%
2,8600.0%0.00%0.0%
Q2 2021$232,000
+8.4%
2,8600.0%0.00%0.0%
Q1 2021$214,000
-15.7%
2,860
+27.7%
0.00%
-20.0%
Q3 2020$254,000
+2.8%
2,2400.0%0.01%0.0%
Q2 2020$247,000
+13.3%
2,2400.0%0.01%0.0%
Q1 2020$218,000
-32.3%
2,240
-4.3%
0.01%
-16.7%
Q4 2019$322,000
+11.8%
2,340
+4.5%
0.01%0.0%
Q3 2019$288,000
+2.5%
2,2400.0%0.01%0.0%
Q2 2019$281,000
+6.0%
2,2400.0%0.01%
+20.0%
Q1 2019$265,000
+11.3%
2,2400.0%0.01%0.0%
Q4 2018$238,000
-12.5%
2,2400.0%0.01%0.0%
Q3 2018$272,000
+3.4%
2,2400.0%0.01%
-16.7%
Q2 2018$263,000
-0.4%
2,2400.0%0.01%0.0%
Q1 2018$264,000
-1.5%
2,2400.0%0.01%
+20.0%
Q4 2017$268,000
+6.8%
2,2400.0%0.01%0.0%
Q3 2017$251,000
+4.1%
2,2400.0%0.01%0.0%
Q2 2017$241,000
+3.4%
2,2400.0%0.01%
-16.7%
Q1 2017$233,000
+2.6%
2,2400.0%0.01%0.0%
Q4 2016$227,000
+12.4%
2,2400.0%0.01%
+20.0%
Q3 2016$202,000
+0.5%
2,2400.0%0.01%0.0%
Q2 2015$201,000
-0.5%
2,2400.0%0.01%
+25.0%
Q4 2014$202,000
+12.2%
2,2400.0%0.00%0.0%
Q4 2013$180,0002,2400.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 134,702$11,386,0008.99%
First Citizens Financial Corp 62,303$5,266,0003.95%
HC Advisors, LLC 54,865$4,638,0002.94%
Stillwater Capital Advisors, LLC 210,117$17,761,0002.85%
ETFIDEA, LLC 76,938$6,503,5692.81%
BEAM WEALTH ADVISORS, INC. 27,753$2,346,0002.70%
Magnus Financial Group LLC 184,312$15,580,0002.60%
Sowa Financial Group, Inc. 43,724$3,696,0002.22%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 41,549$3,512,0002.08%
Somerset Group LLC 33,023$2,791,0002.00%
View complete list of ISHARES TR shareholders