Litman Gregory Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 231 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.09 and the average weighting 0.2%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$38,000
+11.8%
5020.0%0.01%
+16.7%
Q4 2020$34,000
+21.4%
502
+100.0%
0.01%0.0%
Q3 2020$28,0000.0%2510.0%0.01%0.0%
Q2 2020$28,000
+16.7%
2510.0%0.01%0.0%
Q1 2020$24,000
-31.4%
2510.0%0.01%
-25.0%
Q4 2019$35,000
+9.4%
2510.0%0.01%0.0%
Q3 2019$32,0000.0%2510.0%0.01%0.0%
Q2 2019$32,000
+6.7%
2510.0%0.01%0.0%
Q1 2019$30,000
+11.1%
2510.0%0.01%0.0%
Q4 2018$27,000
-10.0%
2510.0%0.01%
-20.0%
Q3 2018$30,0002510.01%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Hamilton Wealth, LLC 56,736$6,035,0005.91%
Stillwater Capital Advisors, LLC 103,693$11,030,0002.75%
Somerset Group LLC 20,999$2,234,0002.26%
Peachtree Investment Advisors, Inc. 27,153$2,888,0002.23%
CIM, LLC 40,565$4,315,0001.89%
Madden Advisory Services, Inc. 24,876$2,646,0001.60%
BANK HAPOALIM BM 46,607$4,958,0001.59%
Risk Paradigm Group, LLC 5,358$569,930,0001.39%
PETTYJOHN, WOOD & WHITE, INC 31,940$3,397,0001.24%
PATTEN & PATTEN INC/TN 87,521$9,310,0001.14%
View complete list of ISHARES TR shareholders