Sigma Planning Corp - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$888,963
-3.9%
11,890
-4.0%
0.03%0.0%
Q2 2023$924,559
-1.6%
12,391
-6.2%
0.03%
+6.5%
Q1 2023$939,817
-18.6%
13,210
-13.6%
0.03%
-24.4%
Q4 2022$1,154,280
+11.7%
15,294
+0.0%
0.04%
+5.1%
Q3 2022$1,033,000
-6.2%
15,290
-2.8%
0.04%
+2.6%
Q2 2022$1,101,000
-29.2%
15,732
-14.5%
0.04%
-19.1%
Q1 2022$1,556,000
+1.8%
18,403
+4.3%
0.05%
+9.3%
Q4 2021$1,529,000
-0.7%
17,641
-5.4%
0.04%
-6.5%
Q3 2021$1,540,000
+14.3%
18,650
+12.2%
0.05%
+15.0%
Q2 2021$1,347,000
+7.2%
16,615
-1.0%
0.04%0.0%
Q1 2021$1,257,000
+14.4%
16,788
+2.0%
0.04%
+8.1%
Q4 2020$1,099,000
-26.2%
16,452
+25.3%
0.04%
-37.3%
Q3 2020$1,490,000
+21.4%
13,133
+17.9%
0.06%
+9.3%
Q2 2020$1,227,000
-12.5%
11,138
-22.7%
0.05%
-34.9%
Q1 2020$1,403,000
-61.1%
14,417
-44.9%
0.08%
-45.4%
Q4 2019$3,603,000
+128.0%
26,149
+113.1%
0.15%
+100.0%
Q3 2019$1,580,000
-13.8%
12,271
-16.0%
0.08%
-19.1%
Q2 2019$1,834,000
+46.6%
14,600
+37.9%
0.09%
+32.4%
Q1 2019$1,251,000
+4.0%
10,589
-6.4%
0.07%
-19.3%
Q4 2018$1,203,000
-8.4%
11,312
+4.6%
0.09%
+14.3%
Q3 2018$1,314,000
+6.3%
10,815
+2.6%
0.08%
-7.2%
Q2 2018$1,236,000
-14.5%
10,544
-14.0%
0.08%
-21.7%
Q1 2018$1,445,000
-22.9%
12,263
-21.9%
0.11%
-26.4%
Q4 2017$1,874,000
+2.7%
15,694
-3.6%
0.14%
-4.0%
Q3 2017$1,825,000
+2.2%
16,276
-1.9%
0.15%
-10.7%
Q2 2017$1,785,000
-35.3%
16,597
-37.4%
0.17%
-37.1%
Q1 2017$2,760,000
+0.2%
26,524
-2.3%
0.27%
-11.3%
Q4 2016$2,755,000
+37.7%
27,154
+22.1%
0.30%
+27.0%
Q3 2016$2,001,000
+11.2%
22,231
+6.2%
0.24%
+0.9%
Q2 2016$1,800,000
+143.2%
20,940
+139.3%
0.24%
+132.7%
Q1 2016$740,000
-11.1%
8,752
-7.0%
0.10%
-12.9%
Q4 2015$832,000
+40.8%
9,412
+34.0%
0.12%
+23.4%
Q3 2015$591,000
+5.3%
7,024
+12.3%
0.09%
+22.1%
Q2 2015$561,000
+66.0%
6,254
+64.6%
0.08%
+71.1%
Q1 2015$338,000
+0.6%
3,799
+1.9%
0.04%
+2.3%
Q4 2014$336,0003,7270.04%
Other shareholders
ISHARES TR shareholders Q4 2020
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