First Personal Financial Services - ISHARES TR ownership

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ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

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Quarter-by-quarter ownership
First Personal Financial Services ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,675
-1.1%
600.0%0.00%0.0%
Q1 2024$5,739
+12.0%
600.0%0.00%0.0%
Q4 2023$5,125
+14.2%
600.0%0.00%0.0%
Q3 2023$4,486
+0.2%
600.0%0.00%0.0%
Q2 2023$4,477
+4.9%
600.0%0.00%0.0%
Q1 2023$4,269
-5.7%
600.0%0.00%0.0%
Q4 2022$4,528
+13.2%
600.0%0.00%0.0%
Q3 2022$4,0000.0%600.0%0.00%0.0%
Q2 2022$4,000
-20.0%
600.0%0.00%0.0%
Q1 2022$5,0000.0%600.0%0.00%0.0%
Q4 2021$5,0000.0%600.0%0.00%0.0%
Q3 2021$5,0000.0%600.0%0.00%0.0%
Q2 2021$5,000
+25.0%
600.0%0.00%0.0%
Q1 2021$4,0000.0%600.0%0.00%0.0%
Q4 2020$4,000
+33.3%
60
+100.0%
0.00%0.0%
Q3 2020$3,0000.0%300.0%0.00%0.0%
Q2 2020$3,0000.0%300.0%0.00%0.0%
Q1 2020$3,000
-25.0%
300.0%0.00%0.0%
Q4 2019$4,0000.0%300.0%0.00%0.0%
Q3 2019$4,0000.0%300.0%0.00%0.0%
Q2 2019$4,000–30–0.00%–
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Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 70,216$5,299,2305.12%
HC Advisors, LLC 80,900$6,105,5234.17%
First Citizens Financial Corp 62,140$4,6904.05%
New Millennium Group LLC 43,946$3,316,6543.54%
Stillwater Capital Advisors, LLC 203,737$15,376,0293.24%
ETFIDEA, LLC 81,927$6,183,0502.86%
BEAM WEALTH ADVISORS, INC. 34,622$2,612,9072.72%
Somerset Group LLC 32,695$2,467,4922.18%
Magnus Financial Group LLC 164,013$12,378,0292.02%
GDS Wealth Management 132,061$9,966,6441.90%
View complete list of ISHARES TR shareholders