First Allied Advisory Services, 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 2020. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
First Allied Advisory Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$584,000
-58.5%
5,147
-59.8%
0.02%
-61.5%
Q2 2020$1,408,000
+13.5%
12,788
+0.2%
0.05%
-1.9%
Q1 2020$1,241,000
-46.4%
12,761
-24.0%
0.05%
-32.1%
Q4 2019$2,316,000
+87.4%
16,795
+74.6%
0.08%
+77.3%
Q3 2019$1,236,000
-6.2%
9,620
-8.3%
0.04%
-2.2%
Q2 2019$1,317,000
-7.1%
10,489
-12.6%
0.04%
-8.2%
Q1 2019$1,418,000
+38.6%
11,995
+25.2%
0.05%
+22.5%
Q4 2018$1,023,000
-39.0%
9,578
-30.8%
0.04%
-29.8%
Q3 2018$1,677,000
+9.3%
13,843
+6.0%
0.06%
-1.7%
Q2 2018$1,534,000
-4.1%
13,063
-3.6%
0.06%
-6.5%
Q1 2018$1,600,000
-47.7%
13,553
-47.2%
0.06%
-49.2%
Q4 2017$3,062,000
-8.8%
25,653
-14.2%
0.12%
-15.9%
Q3 2017$3,356,000
+224.9%
29,890
+211.4%
0.14%
+215.2%
Q2 2017$1,033,000
+8.5%
9,598
+5.2%
0.05%
-6.1%
Q1 2017$952,000
-75.2%
9,120
-75.9%
0.05%
-74.7%
Q4 2016$3,837,000
+3.5%
37,816
-8.2%
0.19%
-1.5%
Q3 2016$3,707,000
+314.2%
41,187
+294.4%
0.20%
+294.0%
Q2 2016$895,000
-0.4%
10,444
-1.6%
0.05%0.0%
Q1 2016$899,000
-6.7%
10,618
-2.5%
0.05%0.0%
Q4 2015$964,000
-41.9%
10,887
-44.8%
0.05%
-45.1%
Q3 2015$1,658,000
-43.4%
19,709
-39.6%
0.09%
-30.5%
Q2 2015$2,929,000
-15.0%
32,624
-15.6%
0.13%
-42.5%
Q1 2015$3,444,000
-10.7%
38,643
-9.5%
0.23%
-18.9%
Q4 2014$3,856,000
+70.7%
42,714
+58.5%
0.28%
+57.0%
Q3 2014$2,259,000
+142.9%
26,944
+140.8%
0.18%
+163.2%
Q2 2014$930,000
+119.3%
11,191
+115.2%
0.07%
+112.5%
Q1 2014$424,000
-19.5%
5,200
-21.0%
0.03%
-23.8%
Q4 2013$527,000
+43.6%
6,581
+31.3%
0.04%
+100.0%
Q3 2013$367,000
-47.0%
5,013
-48.5%
0.02%
-61.8%
Q2 2013$692,0009,7290.06%
Other shareholders
ISHARES TR shareholders Q3 2020
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