TWIN FOCUS CAPITAL PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 232 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.

Quarter-by-quarter ownership
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$299,040
+0.2%
4,0000.0%0.07%
+11.7%
Q2 2023$298,440
+4.9%
4,0000.0%0.06%
+7.1%
Q1 2023$284,560
-5.7%
4,0000.0%0.06%
-11.1%
Q4 2022$301,880
+11.8%
4,0000.0%0.06%
-3.1%
Q3 2022$270,000
-3.6%
4,0000.0%0.06%
+3.2%
Q2 2022$280,000
-17.2%
4,0000.0%0.06%
-4.5%
Q1 2022$338,000
-2.6%
4,0000.0%0.07%
-4.3%
Q4 2021$347,000
+5.2%
4,0000.0%0.07%
-10.4%
Q3 2021$330,000
+1.9%
4,0000.0%0.08%
+2.7%
Q2 2021$324,000
+8.4%
4,0000.0%0.08%
-12.8%
Q1 2021$299,000
+12.0%
4,0000.0%0.09%
+4.9%
Q4 2020$267,000
+17.6%
4,000
+100.0%
0.08%
-1.2%
Q3 2020$227,000
+3.2%
2,0000.0%0.08%
-5.7%
Q2 2020$220,000
-20.3%
2,0000.0%0.09%
-1.1%
Q4 2019$276,000
+7.4%
2,0000.0%0.09%
-11.9%
Q3 2019$257,000
+2.4%
2,0000.0%0.10%
-4.7%
Q2 2019$251,000
+17.8%
2,0000.0%0.11%
+11.6%
Q4 2018$213,000
-12.3%
2,0000.0%0.10%
-24.0%
Q3 2018$243,000
+3.8%
2,0000.0%0.12%
+4.2%
Q2 2018$234,000
-0.8%
2,0000.0%0.12%
+2.6%
Q1 2018$236,000
-1.3%
2,0000.0%0.12%
-3.3%
Q4 2017$239,000
+6.7%
2,0000.0%0.12%
+4.3%
Q3 2017$224,000
+4.2%
2,0000.0%0.12%
-1.7%
Q2 2017$215,000
+3.4%
2,0000.0%0.12%
-5.6%
Q1 2017$208,000
+2.5%
2,0000.0%0.12%
-5.3%
Q4 2016$203,0002,0000.13%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 115,896$11,759,00011.90%
Commonwealth Financial Services, LLC 36,692$3,724,0003.67%
BANK HAPOALIM BM 100,000$10,146,0002.71%
Stillwater Capital Advisors, LLC 81,723$8,292,0002.22%
Somerset Group LLC 20,391$2,069,0002.05%
Peachtree Investment Advisors, Inc. 17,909$1,817,0001.78%
Madden Advisory Services, Inc. 25,715$2,609,0001.77%
Pinnacle Family Advisors, LLC 27,925$2,833,0001.73%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,247$3,779,0001.40%
PETTYJOHN, WOOD & WHITE, INC 35,245$3,576,0001.39%
View complete list of ISHARES TR shareholders