ROPES WEALTH ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 Q2 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