SIGNATUREFD, LLC - 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
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$75,606
-49.4%
1,011
-49.6%
0.00%
-50.0%
Q2 2023$149,489
+5.1%
2,004
+0.2%
0.00%0.0%
Q1 2023$142,256
-3.8%
2,000
+2.1%
0.00%0.0%
Q4 2022$147,831
+12.0%
1,959
+0.5%
0.00%
-20.0%
Q3 2022$132,000
-2.9%
1,9490.0%0.01%0.0%
Q2 2022$136,000
-45.4%
1,949
-33.8%
0.01%
-28.6%
Q1 2022$249,000
+22.7%
2,944
+25.8%
0.01%
+16.7%
Q4 2021$203,000
+5.2%
2,341
+0.3%
0.01%
-14.3%
Q3 2021$193,000
+78.7%
2,333
+75.0%
0.01%
+75.0%
Q2 2021$108,000
+9.1%
1,333
+0.5%
0.00%0.0%
Q1 2021$99,000
+11.2%
1,3270.0%0.00%0.0%
Q4 2020$89,000
+43.5%
1,327
+144.4%
0.00%
+33.3%
Q3 2020$62,000
-1.6%
543
-5.6%
0.00%
-25.0%
Q2 2020$63,000
+21.2%
575
+7.5%
0.00%0.0%
Q1 2020$52,000
-67.5%
535
-53.9%
0.00%
-66.7%
Q4 2019$160,000
+7.4%
1,161
+0.5%
0.01%0.0%
Q3 2019$149,000
-26.2%
1,155
-28.1%
0.01%
-29.4%
Q2 2019$202,000
+176.7%
1,606
+159.9%
0.02%
+183.3%
Q1 2019$73,000
+12.3%
618
+0.5%
0.01%0.0%
Q4 2018$65,000
-12.2%
615
+1.0%
0.01%
-25.0%
Q3 2018$74,000
+4.2%
609
+0.5%
0.01%0.0%
Q2 2018$71,000
+173.1%
606
+66.0%
0.01%
-38.5%
Q2 2013$26,0003650.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders