Family Firm, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 182 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Family Firm, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$414,803
-13.0%
2,071
-13.5%
0.11%
-16.7%
Q1 2023$476,683
+13.2%
2,393
+15.2%
0.13%
+7.3%
Q4 2022$421,236
+14.5%
2,077
+1.5%
0.12%
+4.2%
Q3 2022$368,000
-7.8%
2,0470.0%0.12%0.0%
Q2 2022$399,000
-2.2%
2,047
+0.4%
0.12%
+10.3%
Q1 2022$408,000
+0.5%
2,038
+0.3%
0.11%
+1.9%
Q4 2021$406,000
+9.1%
2,031
+0.6%
0.10%
+7.1%
Q3 2021$372,000
-39.6%
2,018
-39.8%
0.10%
-41.7%
Q2 2021$616,000
+0.3%
3,353
-3.4%
0.17%
-5.1%
Q1 2021$614,000
+0.3%
3,4700.0%0.18%
-2.7%
Q4 2020$612,000
+18.6%
3,470
+0.4%
0.18%
-1.6%
Q3 2020$516,000
+17.5%
3,457
+0.5%
0.18%
+12.8%
Q2 2020$439,000
+19.0%
3,439
+0.9%
0.16%
+4.5%
Q1 2020$369,000
-25.2%
3,408
-8.0%
0.16%
-6.0%
Q4 2019$493,000
+6.5%
3,703
+1.2%
0.17%
+1.8%
Q3 2019$463,000
-0.2%
3,660
-4.2%
0.16%0.0%
Q2 2019$464,000
-15.8%
3,821
-17.2%
0.16%
-18.0%
Q1 2019$551,000
+12.7%
4,614
+0.5%
0.20%
+2.6%
Q4 2018$489,000
-1.8%
4,593
+9.5%
0.20%
+8.3%
Q3 2018$498,000
-20.8%
4,193
-21.1%
0.18%
-23.7%
Q2 2018$629,000
+154.7%
5,314
+155.5%
0.24%
+145.8%
Q1 2018$247,0002,0800.10%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders