ASSETMARK, INC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 304 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$0
-100.0%
60.0%0.00%
Q1 2022$1,0000.0%60.0%0.00%
Q4 2021$1,00060.0%0.00%
Q3 2021$060.0%0.00%
Q2 2021$060.0%0.00%
Q1 2021$060.0%0.00%
Q4 2020$0
-100.0%
6
-50.0%
0.00%
Q3 2020$1,00012
+300.0%
0.00%
Q2 2020$030.0%0.00%
Q1 2020$030.0%0.00%
Q4 2019$0
-100.0%
3
-99.4%
0.00%
-100.0%
Q3 2019$61,000
+10.9%
470
+6.8%
0.00%
Q2 2019$55,000
+3.8%
440
-1.8%
0.00%
Q1 2019$53,000
-10.2%
448
-19.4%
0.00%
-100.0%
Q4 2018$59,000
-14.5%
556
-1.6%
0.00%0.0%
Q3 2018$69,000
+4.5%
565
+1.1%
0.00%0.0%
Q2 2018$66,000
+8.2%
559
+7.3%
0.00%0.0%
Q1 2018$61,000
+27.1%
521
+28.3%
0.00%
Q4 2017$48,000
+6.7%
406
+0.2%
0.00%
-100.0%
Q3 2017$45,000
-59.8%
405
-61.1%
0.00%0.0%
Q2 2017$112,000
+15.5%
1,040
+11.2%
0.00%0.0%
Q1 2017$97,000
-99.9%
935
-99.9%
0.00%
-99.9%
Q3 2016$94,866,000
+729638.5%
1,054,071
+693367.8%
1.44%
Q2 2016$13,000
-65.8%
152
-65.9%
0.00%
-100.0%
Q1 2016$38,000
-99.9%
446
-99.9%
0.00%
-99.9%
Q4 2015$73,783,000
-66.1%
834,842
-67.8%
1.37%
-39.8%
Q3 2015$217,750,000
+126.1%
2,588,874
+141.3%
2.27%
+13.3%
Q2 2015$96,295,000
+94306.9%
1,073,043
+93861.7%
2.00%
+100150.0%
Q1 2015$102,000
-99.9%
1,142
-99.9%
0.00%
-99.9%
Q4 2014$92,762,000
+7.1%
1,028,409
-0.6%
2.02%
+0.6%
Q3 2014$86,649,000
+15.4%
1,034,984
+14.6%
2.00%
+25.1%
Q2 2014$75,108,000
-35.3%
903,389
-36.4%
1.60%
-43.5%
Q1 2014$116,093,000
+93.4%
1,419,926
+89.6%
2.83%
+99.2%
Q4 2013$60,036,000
+45.7%
748,948
+33.2%
1.42%
+36.5%
Q3 2013$41,216,000562,4481.04%
Other shareholders
ISHARES TR shareholders Q3 2021
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