Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$79,373
+0.2%
1,0620.0%0.00%0.0%
Q2 2023$79,214
+4.9%
1,0620.0%0.00%0.0%
Q1 2023$75,530
-5.7%
1,0620.0%0.00%0.0%
Q4 2022$80,126
-14.8%
1,062
-23.9%
0.00%0.0%
Q3 2022$94,000
-4.1%
1,396
+0.1%
0.00%0.0%
Q2 2022$98,000
-16.9%
1,3940.0%0.00%
-50.0%
Q1 2022$118,000
-2.5%
1,3940.0%0.00%0.0%
Q4 2021$121,000
+5.2%
1,3940.0%0.00%0.0%
Q3 2021$115,000
+858.3%
1,394
+805.2%
0.00%
Q2 2021$12,0000.0%1540.0%0.00%
Q1 2021$12,000
+20.0%
1540.0%0.00%
Q4 2020$10,000
+11.1%
154
+100.0%
0.00%
Q3 2020$9,000
+12.5%
770.0%0.00%
Q2 2020$8,000
+14.3%
770.0%0.00%
Q1 2020$7,000
-36.4%
770.0%0.00%
Q4 2019$11,000
+10.0%
770.0%0.00%
Q3 2019$10,0000.0%770.0%0.00%
Q2 2019$10,000
+11.1%
770.0%0.00%
Q1 2019$9,000
+12.5%
770.0%0.00%
Q4 2018$8,000
-20.0%
77
-4.9%
0.00%
Q3 2018$10,000
+11.1%
81
+5.2%
0.00%
Q2 2018$9,0000.0%770.0%0.00%
-100.0%
Q1 2018$9,0000.0%770.0%0.00%0.0%
Q4 2017$9,0000.0%770.0%0.00%0.0%
Q3 2017$9,000
+12.5%
770.0%0.00%0.0%
Q2 2017$8,0000.0%770.0%0.00%0.0%
Q1 2017$8,0000.0%770.0%0.00%0.0%
Q4 2016$8,000770.00%
Other shareholders
ISHARES TR shareholders Q3 2023
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