Texas Yale Capital Corp. - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.

Quarter-by-quarter ownership
Texas Yale Capital Corp. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$793,672
-2.9%
11,6000.0%0.04%
-5.3%
Q2 2023$817,568
+10.3%
11,6000.0%0.04%0.0%
Q1 2023$741,124
+9.2%
11,6000.0%0.04%
-2.6%
Q4 2022$678,600
+1.1%
11,6000.0%0.04%
-9.3%
Q3 2022$671,000
-4.1%
11,6000.0%0.04%
-4.4%
Q2 2022$700,000
-21.0%
11,6000.0%0.04%
-6.2%
Q1 2022$886,000
-8.8%
11,6000.0%0.05%
-2.0%
Q4 2021$971,000
+13.3%
11,6000.0%0.05%0.0%
Q3 2021$857,000
+1.5%
11,6000.0%0.05%
+2.1%
Q2 2021$844,000
+11.8%
11,6000.0%0.05%
+2.1%
Q1 2021$755,000
+2.0%
11,6000.0%0.05%
-6.0%
Q4 2020$740,000
+10.4%
11,600
+300.0%
0.05%
-2.0%
Q3 2020$670,000
+11.3%
2,9000.0%0.05%
+4.1%
Q2 2020$602,000
+25.7%
2,9000.0%0.05%
+4.3%
Q1 2020$479,000
-14.8%
2,9000.0%0.05%
+20.5%
Q4 2019$562,000
+7.7%
2,9000.0%0.04%
+5.4%
Q3 2019$522,000
+0.4%
2,9000.0%0.04%
-5.1%
Q2 2019$520,000
-48.0%
2,900
-50.0%
0.04%
-2.5%
Q1 2019$1,000,000
+128.8%
5,800
+100.0%
0.04%
+2.6%
Q4 2018$437,000
-15.0%
2,9000.0%0.04%
-7.1%
Q3 2018$514,000
+8.9%
2,9000.0%0.04%
+2.4%
Q2 2018$472,000
+4.9%
2,9000.0%0.04%
+5.1%
Q1 2018$450,000
-21.9%
2,900
-23.1%
0.04%
-22.0%
Q4 2017$576,000
+6.5%
3,7700.0%0.05%
+6.4%
Q3 2017$541,000
+36.3%
3,770
+30.0%
0.05%
+34.3%
Q2 2017$397,0002,9000.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Scottrade Investment Management 2,624,985$345,238,00027.70%
EisnerAmper Wealth Management Corporate Benefits, LLC 134,990$17,754,00015.39%
Tiedemann Wealth Management Holdings, LLC 25,528$3,358,00013.54%
Horizon Investments, LLC 1,516,265$199,419,00013.22%
Silicon Valley Capital Partners 139,155$18,302,00011.42%
Valmark Advisers, Inc. 3,415,774$449,243,00011.02%
COURIER CAPITAL LLC 463,147$60,913,00010.72%
Commonwealth Financial Services, LLC 72,730$9,544,00010.40%
Paragon Wealth Strategies, LLC 94,908$12,482,00010.25%
Regal Wealth Group, Inc. 99,413$13,075,0009.98%
View complete list of ISHARES TR shareholders