AFT, FORSYTH & COMPANY, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 224 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.89 and the average weighting 0.2%.

Quarter-by-quarter ownership
AFT, FORSYTH & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,403,343
-0.7%
18,771
-0.9%
1.03%
+2.6%
Q2 2023$1,412,828
+3.6%
18,936
-1.2%
1.00%
-4.8%
Q1 2023$1,363,449
-5.4%
19,166
+0.4%
1.05%
-14.3%
Q4 2022$1,440,800
+12.1%
19,091
+0.4%
1.23%
+7.1%
Q3 2022$1,285,000
-4.2%
19,017
-0.9%
1.15%
+5.9%
Q2 2022$1,342,000
-17.9%
19,183
-0.8%
1.08%
+4.0%
Q1 2022$1,634,000
+2.3%
19,334
+5.0%
1.04%
+27.1%
Q4 2021$1,597,000
+13.1%
18,422
+7.7%
0.82%
+7.9%
Q3 2021$1,412,000
+4.5%
17,101
+2.6%
0.76%
+5.3%
Q2 2021$1,351,000
+12.1%
16,674
+3.6%
0.72%
-0.3%
Q1 2021$1,205,000
+16.9%
16,092
+4.2%
0.72%
+12.1%
Q4 2020$1,031,000
+19.9%
15,442
+103.8%
0.64%
+0.8%
Q3 2020$860,000
-2.1%
7,576
-5.0%
0.64%
-13.5%
Q2 2020$878,000
-99.9%
7,976
+0.0%
0.74%
-5.1%
Q1 2020$775,839,000
+66097.9%
7,975
-6.2%
0.78%
-12.8%
Q4 2019$1,172,000
+10.2%
8,505
+2.9%
0.89%
+1.7%
Q3 2019$1,064,000
+4.3%
8,268
+1.8%
0.88%
+4.6%
Q2 2019$1,020,000
+9.1%
8,124
+2.7%
0.84%
+3.7%
Q1 2019$935,000
+13.5%
7,913
+2.1%
0.81%
-1.2%
Q4 2018$824,000
-13.4%
7,747
-1.1%
0.82%
+3.9%
Q3 2018$951,000
+7.9%
7,832
+4.2%
0.79%
+2.1%
Q2 2018$881,000
-1.0%
7,517
-0.5%
0.77%
-7.0%
Q1 2018$890,000
-0.1%
7,552
+1.2%
0.83%
-4.7%
Q4 2017$891,000
+2375.0%
7,462
+1422.9%
0.87%
+1755.3%
Q3 2013$36,000
+414.3%
490
+390.0%
0.05%
+370.0%
Q2 2013$7,0001000.01%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 134,702$11,386,0008.99%
First Citizens Financial Corp 62,303$5,266,0003.95%
HC Advisors, LLC 54,865$4,638,0002.94%
Stillwater Capital Advisors, LLC 210,117$17,761,0002.85%
ETFIDEA, LLC 76,938$6,503,5692.81%
BEAM WEALTH ADVISORS, INC. 27,753$2,346,0002.70%
Magnus Financial Group LLC 184,312$15,580,0002.60%
Sowa Financial Group, Inc. 43,724$3,696,0002.22%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 41,549$3,512,0002.08%
Somerset Group LLC 33,023$2,791,0002.00%
View complete list of ISHARES TR shareholders