Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 223 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$489,325
-7.7%
6,824
+1.1%
0.03%
-7.1%
Q2 2023$530,035
+7.5%
6,749
+0.2%
0.03%
-3.4%
Q1 2023$493,187
-10.5%
6,733
+0.3%
0.03%
-14.7%
Q4 2022$550,849
+12.0%
6,714
+3.9%
0.03%
-2.9%
Q3 2022$492,000
+1.9%
6,460
+0.3%
0.04%0.0%
Q2 2022$483,0000.0%6,441
-2.0%
0.04%
-5.4%
Q1 2022$483,000
+3.6%
6,572
+22.7%
0.04%
+12.1%
Q4 2021$466,000
+2.6%
5,356
+4.9%
0.03%
+3.1%
Q3 2021$454,000
-45.7%
5,104
-49.9%
0.03%
+3.2%
Q2 2021$836,000
+108.0%
10,188
+100.2%
0.03%
-6.1%
Q1 2021$402,000
+26.0%
5,088
+8.0%
0.03%
+10.0%
Q4 2020$319,000
+20.8%
4,711
+106.7%
0.03%
-3.2%
Q3 2020$264,000
+2.7%
2,279
+0.2%
0.03%
-3.1%
Q2 2020$257,000
+140.2%
2,274
+139.1%
0.03%
+100.0%
Q3 2018$107,000
-34.0%
951
-31.0%
0.02%
-36.0%
Q2 2018$162,000
+3.2%
1,379
+3.2%
0.02%
-7.4%
Q1 2018$157,000
+196.2%
1,336
+202.9%
0.03%
+200.0%
Q4 2017$53,0004410.01%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Hamilton Wealth, LLC 56,640$6,691,0005.30%
Stillwater Capital Advisors, LLC 99,954$11,808,0002.57%
Somerset Group LLC 20,983$2,479,0002.08%
CIM, LLC 40,330$4,764,0001.75%
Madden Advisory Services, Inc. 24,876$2,938,0001.57%
PETTYJOHN, WOOD & WHITE, INC 31,715$3,746,0001.22%
PATTEN & PATTEN INC/TN 84,421$9,973,0001.09%
Pettinga Financial Advisors LLC 15,520$1,833,0000.98%
AFT, FORSYTH & COMPANY, INC. 7,913$935,0000.81%
DAGCO, INC. 5,500$650,0000.70%
View complete list of ISHARES TR shareholders