B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 344 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$586,021
+0.8%
7,798
+0.0%
0.02%
+23.1%
Q2 2023$581,652
-0.5%
7,796
-5.1%
0.01%
-18.8%
Q1 2023$584,434
-58.3%
8,215
-55.8%
0.02%
-59.0%
Q4 2022$1,402,617
+11.3%
18,585
-0.4%
0.04%
+2.6%
Q3 2022$1,260,000
+9.9%
18,651
+13.9%
0.04%
-20.8%
Q2 2022$1,147,000
-14.5%
16,381
+3.2%
0.05%
+9.1%
Q1 2022$1,342,000
-2.6%
15,870
-0.1%
0.04%
+10.0%
Q4 2021$1,378,000
+10.6%
15,890
+5.3%
0.04%0.0%
Q3 2021$1,246,000
+13.2%
15,092
+11.1%
0.04%
+11.1%
Q2 2021$1,101,000
+12.8%
13,581
+4.2%
0.04%
+2.9%
Q1 2021$976,000
+268.3%
13,035
+499.9%
0.04%
+9.4%
Q3 2018$265,000
+1161.9%
2,173
+844.8%
0.03%
Q4 2014$21,000
-99.9%
230
-23.1%
0.00%
-100.0%
Q2 2014$24,881,0002990.01%
Other shareholders
ISHARES TR shareholders Q4 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