Bison Wealth, 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
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$20,000
-84.5%
288
-81.2%
0.01%
-83.3%
Q1 2022$129,000
+1190.0%
1,531
+1267.0%
0.07%
+1000.0%
Q4 2021$10,000
-23.1%
112
-29.1%
0.01%0.0%
Q3 2021$13,0000.0%1580.0%0.01%0.0%
Q2 2021$13,000
+8.3%
1580.0%0.01%
+20.0%
Q1 2021$12,000
+9.1%
1580.0%0.01%0.0%
Q4 2020$11,000
+22.2%
158
+100.0%
0.01%0.0%
Q3 2020$9,0000.0%790.0%0.01%
-16.7%
Q2 2020$9,000
+80.0%
79
+41.1%
0.01%
+50.0%
Q1 2020$5,000
-37.5%
560.0%0.00%0.0%
Q4 2019$8,000560.00%
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