M Holdings Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 165 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$409
-6.8%
5,747
-1.3%
0.04%
-8.7%
Q4 2022$439
-99.9%
5,820
+13.3%
0.05%
+21.1%
Q3 2022$347,000
-8.4%
5,136
-5.1%
0.04%0.0%
Q2 2022$379,000
-16.0%
5,412
+1.4%
0.04%
+11.8%
Q1 2022$451,000
+19.3%
5,335
+5.7%
0.03%0.0%
Q1 2021$378,000
-13.3%
5,049
+36.8%
0.03%
-66.3%
Q1 2019$436,000
-7.8%
3,692
-17.0%
0.10%
-31.3%
Q4 2018$473,000
-41.5%
4,446
-33.2%
0.15%
-30.7%
Q3 2018$809,000
-1.3%
6,658
-4.8%
0.21%
-5.8%
Q2 2018$820,000
-30.3%
6,997
-29.9%
0.22%
-37.3%
Q1 2018$1,176,000
-27.2%
9,979
-56.0%
0.36%
+47.7%
Q4 2017$1,616,000
+38.1%
22,696
+117.5%
0.24%
-34.1%
Q3 2017$1,170,000
+8.1%
10,434
+3.7%
0.37%0.0%
Q2 2017$1,082,000
-12.5%
10,065
-15.2%
0.37%
-22.5%
Q1 2017$1,236,000
+99.4%
11,874
+94.2%
0.48%
+121.4%
Q4 2016$620,000
+18.5%
6,113
+5.2%
0.22%
-9.7%
Q3 2016$523,0005,8090.24%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Annex Advisory Services, LLC 158,051$13,140,0004.49%
Nan Shan Life Insurance Co., Ltd. 254,305$21,143,0002.80%
Institute for Wealth Management, LLC. 34,833$2,896,0002.50%
Kovack Advisors, Inc. 17,405$1,447,0002.10%
Somerset Group LLC 24,329$2,023,0001.84%
Jaffetilchin Investment Partners, LLC 60,035$4,991,0001.78%
ASSETMARK, INC 903,389$75,108,0001.60%
PATTEN & PATTEN INC/TN 114,960$9,558,0001.55%
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 4,848$403,0001.32%
BENJAMIN F. EDWARDS & COMPANY, INC. 54,276$4,513,0001.15%
View complete list of ISHARES TR shareholders