TWIN FOCUS CAPITAL PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

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 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders