Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 214 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.37 and the average weighting 0.2%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,193,114
+2.8%
42,712
+2.6%
0.09%
+3.6%
Q2 2023$3,106,965
+12.4%
41,643
+7.2%
0.08%
+7.8%
Q1 2023$2,763,728
+2934.0%
38,849
+3118.6%
0.08%
+2466.7%
Q4 2022$91,092
-60.4%
1,207
-55.6%
0.00%
-57.1%
Q1 2022$230,000
-2.5%
2,719
+0.0%
0.01%0.0%
Q4 2021$236,000
+4.4%
2,718
-0.9%
0.01%0.0%
Q3 2021$226,000
+14.1%
2,743
+12.3%
0.01%
+16.7%
Q2 2021$198,000
-28.5%
2,443
-33.9%
0.01%
-40.0%
Q1 2021$277,000
+515.6%
3,697
+445.3%
0.01%
+400.0%
Q4 2020$45,000
-69.8%
678
-48.7%
0.00%
-71.4%
Q3 2020$149,000
+351.5%
1,321
+289.7%
0.01%
+250.0%
Q1 2020$33,000
+10.0%
339
+56.2%
0.00%0.0%
Q4 2019$30,000
-3.2%
217
-12.1%
0.00%0.0%
Q3 2019$31,0000.0%2470.0%0.00%0.0%
Q2 2019$31,000
+10.7%
247
+3.8%
0.00%0.0%
Q1 2019$28,000
+12.0%
2380.0%0.00%0.0%
Q4 2018$25,000
-13.8%
2380.0%0.00%0.0%
Q3 2018$29,0000.0%2380.0%0.00%0.0%
Q2 2018$29,000
+11.5%
238
+7.7%
0.00%0.0%
Q1 2018$26,0000.0%2210.0%0.00%0.0%
Q4 2017$26,000
+18.2%
221
+10.5%
0.00%
-33.3%
Q3 2017$22,0000.0%2000.0%0.00%0.0%
Q2 2017$22,000
+4.8%
2000.0%0.00%0.0%
Q1 2017$21,000
-94.3%
200
-95.1%
0.00%
-95.7%
Q3 2016$370,000
+29.8%
4,112
+23.9%
0.07%
+7.7%
Q2 2016$285,000
-14.2%
3,319
-15.4%
0.06%
-28.6%
Q1 2016$332,000
-73.1%
3,924
-71.9%
0.09%
-77.0%
Q4 2015$1,233,000
+12.2%
13,948
+6.7%
0.40%
+19.3%
Q3 2015$1,099,000
+36.4%
13,069
+47.5%
0.33%
+39.5%
Q2 2015$806,000
+2.5%
8,861
+1.0%
0.24%
+9.7%
Q1 2015$786,000
+1039.1%
8,776
+992.9%
0.22%
+886.4%
Q4 2014$69,000
+200.0%
803
+177.9%
0.02%
+83.3%
Q4 2013$23,0002890.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders