Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 290 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,841
+0.2%
380.0%0.00%
Q2 2023$2,835
+4.9%
380.0%0.00%
Q1 2023$2,703
-5.8%
380.0%0.00%
Q4 2022$2,868
-4.4%
380.0%0.00%
Q3 2022$3,00038
+1800.0%
0.00%
Q2 2022$0
-100.0%
2
-94.7%
0.00%
Q1 2022$3,000
-66.7%
38
-61.6%
0.00%
Q4 2021$9,000
+12.5%
99
+62.3%
0.00%
Q4 2019$8,000
-57.9%
61
-59.1%
0.00%
-100.0%
Q3 2019$19,000
+137.5%
149
+144.3%
0.00%
Q2 2019$8,000
+14.3%
610.0%0.00%
Q1 2019$7,000
+16.7%
610.0%0.00%
Q4 2018$6,000
-14.3%
610.0%0.00%
Q3 2018$7,0000.0%610.0%0.00%
Q2 2018$7,0000.0%610.0%0.00%
Q1 2018$7,0000.0%610.0%0.00%
Q4 2017$7,0000.0%610.0%0.00%
Q2 2017$7,000
+16.7%
610.0%0.00%
Q1 2017$6,0000.0%610.0%0.00%
-100.0%
Q4 2016$6,000
+20.0%
610.0%0.00%
Q3 2016$5,0000.0%610.0%0.00%
-100.0%
Q2 2016$5,0000.0%610.0%0.00%0.0%
Q1 2016$5,0000.0%610.0%0.00%0.0%
Q4 2015$5,000
-58.3%
61
-58.5%
0.00%
-50.0%
Q3 2015$12,0001470.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders