Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 232 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$604,000
+208.2%
7,402
+151.6%
0.02%
+162.5%
Q4 2020$196,000
-18.3%
2,942
+39.0%
0.01%
-33.3%
Q3 2020$240,000
-2.8%
2,117
-5.6%
0.01%
-14.3%
Q2 2020$247,000
-82.9%
2,242
-84.9%
0.01%
-86.9%
Q1 2020$1,446,000
-54.2%
14,866
-35.1%
0.11%
-55.4%
Q4 2019$3,156,000
+414.8%
22,903
+381.1%
0.24%
+370.6%
Q3 2019$613,000
+2.7%
4,761
-5.8%
0.05%
-23.9%
Q1 2019$597,000
+6.8%
5,052
-3.9%
0.07%
-15.2%
Q4 2018$559,0005,2580.08%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders