IPG Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 219 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.08 and the average weighting 0.2%.

Quarter-by-quarter ownership
IPG Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$683,264,000
+0.8%
5,440
-5.2%
0.25%
+7.3%
Q1 2019$678,066,000
+6.4%
5,740
-4.2%
0.23%
-4.5%
Q4 2018$637,156,000
-12.4%
5,9900.0%0.24%
+3.4%
Q3 2018$727,605,000
-3.0%
5,990
-6.4%
0.24%
-10.3%
Q2 2018$750,016,000
+14.7%
6,400
+15.3%
0.26%
+23.0%
Q1 2018$653,845,000
+11.0%
5,550
+12.6%
0.21%
-13.1%
Q4 2017$588,790,000
-26.1%
4,930
-30.7%
0.24%
-10.6%
Q3 2017$797,173,000
+22.0%
7,110
+17.0%
0.27%
+4.6%
Q2 2017$653,184,000
-34.0%
6,075
-36.1%
0.26%
-41.3%
Q1 2017$989,516,000
+2.6%
9,5100.0%0.45%
+13.8%
Q4 2016$964,885,000
+15.4%
9,510
+2.4%
0.39%
+11.4%
Q3 2016$836,100,000
+38.0%
9,290
+31.8%
0.35%
+40.8%
Q2 2016$605,922,000
+29.7%
7,050
+27.7%
0.25%
+19.0%
Q1 2016$466,992,000
-17.1%
5,520
-13.3%
0.21%
-19.2%
Q4 2015$562,981,000
+5.1%
6,3700.0%0.26%
+4.0%
Q3 2015$535,781,000
-22.9%
6,370
-17.7%
0.25%
-0.8%
Q2 2015$694,588,000
+3.4%
7,740
+2.7%
0.25%
-1.2%
Q1 2015$671,437,000
-12.8%
7,540
-11.7%
0.26%
-15.3%
Q4 2014$770,308,000
-13.1%
8,540
-19.4%
0.30%
-5.9%
Q3 2014$886,595,000
+98.6%
10,590
+97.2%
0.32%
+65.8%
Q2 2014$446,379,000
+9.2%
5,369
+7.4%
0.19%
+1.0%
Q1 2014$408,800,000
+2.0%
5,0000.0%0.19%
-10.7%
Q4 2013$400,800,0005,0000.21%
Other shareholders
ISHARES TR shareholders Q1 2018
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