Giverny Capital - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 304 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
Giverny Capital ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$209,552
-0.9%
2,803
-1.1%
0.01%0.0%
Q2 2023$211,370
+3.3%
2,833
-1.5%
0.01%
-8.3%
Q1 2023$204,670
-11.1%
2,877
-5.7%
0.01%
-14.3%
Q4 2022$230,259
+9.6%
3,051
-1.9%
0.01%0.0%
Q3 2022$210,000
-3.7%
3,1100.0%0.01%0.0%
Q2 2022$218,000
-17.1%
3,1100.0%0.01%
-6.7%
Q1 2022$263,000
-2.6%
3,1100.0%0.02%
+7.1%
Q4 2021$270,000
-47.5%
3,110
-50.0%
0.01%
-6.7%
Q3 2021$514,000
+104.0%
6,220
+100.0%
0.02%0.0%
Q2 2021$252,000
+8.2%
3,1100.0%0.02%
-6.2%
Q1 2021$233,0003,1100.02%
Other shareholders
ISHARES TR shareholders Q3 2021
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