ENVESTNET ASSET MANAGEMENT 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
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,625,576
-7.9%
61,872
-8.1%
0.00%0.0%
Q2 2023$5,021,020
-12.6%
67,297
-16.7%
0.00%
-33.3%
Q1 2023$5,744,340
-46.7%
80,747
-43.5%
0.00%
-50.0%
Q4 2022$10,786,814
-18.8%
142,929
-27.4%
0.01%
-25.0%
Q3 2022$13,292,000
-15.2%
196,780
-12.2%
0.01%
-11.1%
Q2 2022$15,683,000
-24.1%
224,106
-8.3%
0.01%
-10.0%
Q1 2022$20,660,000
+11.5%
244,405
+14.4%
0.01%
+11.1%
Q4 2021$18,521,000
+16.6%
213,646
+11.0%
0.01%0.0%
Q3 2021$15,884,000
+6.3%
192,412
+4.4%
0.01%
+12.5%
Q2 2021$14,940,000
+21.3%
184,335
+12.0%
0.01%0.0%
Q1 2021$12,320,000
+23.4%
164,546
+10.0%
0.01%0.0%
Q4 2020$9,985,000
+22.0%
149,542
+107.3%
0.01%
+14.3%
Q3 2020$8,185,000
-1.7%
72,128
-4.6%
0.01%
-12.5%
Q2 2020$8,323,000
+22.0%
75,568
+7.8%
0.01%0.0%
Q1 2020$6,820,000
-38.7%
70,102
-13.2%
0.01%
-33.3%
Q4 2019$11,124,000
+10.1%
80,738
+2.9%
0.01%
+9.1%
Q3 2019$10,102,000
-6.2%
78,478
-8.4%
0.01%
-21.4%
Q2 2019$10,766,000
+2.2%
85,713
-3.9%
0.01%0.0%
Q1 2019$10,538,000
+11.1%
89,203
+0.0%
0.01%
-6.7%
Q4 2018$9,488,000
-27.6%
89,199
-17.3%
0.02%
-34.8%
Q3 2018$13,097,000
-42.0%
107,819
-44.0%
0.02%
-55.8%
Q2 2018$22,575,000
+133.8%
192,632
+133.6%
0.05%
+92.6%
Q1 2018$9,655,000
-55.6%
82,472
-54.7%
0.03%
-43.8%
Q4 2017$21,722,000
-21.6%
181,880
-26.4%
0.05%
-27.3%
Q3 2017$27,695,000
+6.3%
246,996
+1.9%
0.07%
-8.3%
Q2 2017$26,063,000
+17.5%
242,414
+13.8%
0.07%
+1.4%
Q1 2017$22,174,000
-21.7%
213,111
-23.6%
0.07%
-31.1%
Q4 2016$28,315,000
-48.0%
279,042
-53.9%
0.10%
-51.2%
Q3 2016$54,473,000
+97.2%
605,256
+88.3%
0.21%
+91.8%
Q2 2016$27,628,000
+310.9%
321,481
+304.5%
0.11%
+279.3%
Q1 2016$6,724,000
-87.9%
79,474
-87.3%
0.03%
-88.4%
Q4 2015$55,365,000
+57.1%
626,437
+49.5%
0.25%
+43.4%
Q3 2015$35,236,000
-27.8%
418,923
-23.0%
0.18%
-24.6%
Q2 2015$48,836,000
+34.5%
544,190
+33.5%
0.23%
+23.4%
Q1 2015$36,301,000
-11.7%
407,648
-10.5%
0.19%
-55.0%
Q4 2014$41,099,000
+35.9%
455,638
+26.1%
0.42%
+37.5%
Q3 2014$30,252,000
+702.9%
361,343
+697.4%
0.30%
+679.5%
Q2 2014$3,768,000
-60.0%
45,317
-60.6%
0.04%
-62.5%
Q1 2014$9,414,000
+75.7%
115,136
+72.3%
0.10%
+70.5%
Q4 2013$5,357,000
-77.7%
66,834
-79.6%
0.06%
-79.2%
Q3 2013$23,996,000
+405.3%
327,454
+393.2%
0.29%
+380.3%
Q2 2013$4,749,00066,3950.06%
Other shareholders
ISHARES TR shareholders Q3 2021
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