ROPES WEALTH ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$291,201
+0.2%
3,8950.0%0.06%
+18.8%
Q2 2023$290,616
+4.9%
3,8950.0%0.05%
-4.0%
Q1 2023$277,100
-5.7%
3,8950.0%0.05%
-5.7%
Q4 2022$293,966
+11.8%
3,8950.0%0.05%
-3.6%
Q3 2022$263,000
-3.7%
3,8950.0%0.06%
-1.8%
Q2 2022$273,000
-17.0%
3,8950.0%0.06%0.0%
Q1 2022$329,000
-2.7%
3,8950.0%0.06%
-5.1%
Q4 2021$338,000
+5.0%
3,8950.0%0.06%
+13.5%
Q3 2021$322,000
+1.9%
3,8950.0%0.05%
+4.0%
Q2 2021$316,000
+0.3%
3,8950.0%0.05%
-9.1%
Q1 2021$315,000
+21.2%
3,8950.0%0.06%
+37.5%
Q4 2020$260,000
+6400.0%
3,895
+11703.0%
0.04%
+3900.0%
Q3 2018$4,0000.0%330.0%0.00%0.0%
Q2 2018$4,0000.0%330.0%0.00%0.0%
Q1 2018$4,000330.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders