ROPES WEALTH ADVISORS 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
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 Q1 2022
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders