REILLY FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 214 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.37 and the average weighting 0.2%.

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$87,000
+4.8%
1,0000.0%0.01%
-14.3%
Q3 2021$83,000
+2.5%
1,0000.0%0.01%0.0%
Q2 2021$81,000
+8.0%
1,0000.0%0.01%0.0%
Q1 2021$75,000
+11.9%
1,0000.0%0.01%
+16.7%
Q4 2020$67,000
+17.5%
1,000
+100.0%
0.01%0.0%
Q3 2020$57,000
+3.6%
5000.0%0.01%0.0%
Q2 2020$55,000
+12.2%
5000.0%0.01%
-14.3%
Q1 2020$49,000
-29.0%
5000.0%0.01%
-12.5%
Q4 2019$69,000
+7.8%
5000.0%0.01%0.0%
Q3 2019$64,000
+1.6%
5000.0%0.01%0.0%
Q2 2019$63,000
+6.8%
5000.0%0.01%0.0%
Q1 2019$59,000
+11.3%
5000.0%0.01%0.0%
Q4 2018$53,000
-37.6%
500
-28.6%
0.01%
-27.3%
Q3 2018$85,000
+44.1%
700
+40.0%
0.01%
+37.5%
Q2 2018$59,0000.0%5000.0%0.01%0.0%
Q1 2018$59,000
-1.7%
5000.0%0.01%
-11.1%
Q4 2017$60,000
+7.1%
5000.0%0.01%
+12.5%
Q3 2017$56,000
+3.7%
5000.0%0.01%0.0%
Q2 2017$54,000
+3.8%
5000.0%0.01%0.0%
Q1 2017$52,000
+2.0%
5000.0%0.01%
-11.1%
Q4 2016$51,000
+13.3%
5000.0%0.01%
+12.5%
Q3 2016$45,0005000.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Annex Advisory Services, LLC 158,051$13,140,0004.49%
Nan Shan Life Insurance Co., Ltd. 254,305$21,143,0002.80%
Institute for Wealth Management, LLC. 34,833$2,896,0002.50%
Kovack Advisors, Inc. 17,405$1,447,0002.10%
Somerset Group LLC 24,329$2,023,0001.84%
Jaffetilchin Investment Partners, LLC 60,035$4,991,0001.78%
ASSETMARK, INC 903,389$75,108,0001.60%
PATTEN & PATTEN INC/TN 114,960$9,558,0001.55%
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 4,848$403,0001.32%
BENJAMIN F. EDWARDS & COMPANY, INC. 54,276$4,513,0001.15%
View complete list of ISHARES TR shareholders