Litman Gregory Wealth Management LLC - 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
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 Q3 2019
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 70,216$5,299,2305.12%
HC Advisors, LLC 80,900$6,105,5234.17%
First Citizens Financial Corp 62,140$4,6904.05%
New Millennium Group LLC 43,946$3,316,6543.54%
Stillwater Capital Advisors, LLC 203,737$15,376,0293.24%
ETFIDEA, LLC 81,927$6,183,0502.86%
BEAM WEALTH ADVISORS, INC. 34,622$2,612,9072.72%
Somerset Group LLC 32,695$2,467,4922.18%
Magnus Financial Group LLC 164,013$12,378,0292.02%
GDS Wealth Management 132,061$9,966,6441.90%
View complete list of ISHARES TR shareholders