RPg Family Wealth Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
RPg Family Wealth Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$726,704,000
+18.1%
8,597
+21.1%
0.31%
+27.6%
Q4 2021$615,326,000
-4.5%
7,098
-9.0%
0.24%
-10.3%
Q3 2021$644,137,000
+3.8%
7,803
+1.9%
0.27%
+8.0%
Q2 2021$620,357,000
+19.3%
7,654
-1.7%
0.25%
+2.4%
Q4 2020$520,005,000
+17.7%
7,788
+100.1%
0.24%
+5.6%
Q3 2020$441,778,000
+3.4%
3,893
+0.4%
0.23%
-11.1%
Q2 2020$427,233,000
-2.3%
3,879
-13.7%
0.26%
-23.0%
Q1 2020$437,079,000
-33.4%
4,493
-5.7%
0.34%
-10.3%
Q4 2019$656,246,000
+10.8%
4,763
+3.5%
0.38%
+5.3%
Q3 2019$592,415,000
+3.6%
4,602
+1.1%
0.36%
+5.9%
Q2 2019$571,857,000
-7.4%
4,553
-12.9%
0.34%
-7.1%
Q1 2019$617,229,000
+3993.3%
5,225
+3982.0%
0.36%
+2941.7%
Q1 2018$15,079,000
-1.4%
1280.0%0.01%
-7.7%
Q4 2017$15,287,000
+6.5%
1280.0%0.01%
+8.3%
Q3 2017$14,351,000
-76.5%
128
-77.5%
0.01%
-77.4%
Q2 2017$61,071,000
-14.3%
568
-17.1%
0.05%
-10.2%
Q1 2017$71,274,000
+362.2%
685
+350.7%
0.06%
+353.8%
Q4 2016$15,421,000
-20.7%
152
-29.6%
0.01%
-7.1%
Q3 2016$19,440,0002160.01%
Other shareholders
ISHARES TR shareholders Q1 2022
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