IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 179 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,525
-74.2%
202
-50.0%
0.00%0.0%
Q2 2023$52,502
+37.7%
404
+100.0%
0.00%
-50.0%
Q1 2023$38,126
+8870.8%
202
-91.0%
0.00%
-81.8%
Q4 2022$425
-99.9%
2,2460.0%0.01%0.0%
Q3 2022$425,0000.0%2,2460.0%0.01%
-15.4%
Q2 2022$425,000
-13.3%
2,246
-13.1%
0.01%
+116.7%
Q1 2022$490,000
+180.0%
2,585
+23.9%
0.01%
+100.0%
Q4 2021$175,000
+49.6%
2,086
+40.2%
0.00%
+50.0%
Q3 2021$117,000
-19.3%
1,488
-21.5%
0.00%
-33.3%
Q2 2021$145,000
+705.6%
1,896
+658.4%
0.00%
Q1 2021$18,000
-90.6%
250
-90.8%
0.00%
-100.0%
Q4 2020$191,0002,7310.01%
Q3 2020$000.00%
Q2 2020$000.00%
Q1 2020$000.00%
Q4 2019$00
-100.0%
0.00%
Q3 2019$0
-100.0%
1
-100.0%
0.00%
-100.0%
Q4 2018$547,000
+543.5%
3,064
+660.3%
0.03%
+1000.0%
Q3 2018$85,000
+73.5%
403
+59.3%
0.00%
+50.0%
Q2 2018$49,000
-21.0%
253
-27.1%
0.00%
-33.3%
Q1 2018$62,0000.0%3470.0%0.00%0.0%
Q4 2017$62,000
-90.0%
347
-90.8%
0.00%
-88.5%
Q2 2017$621,000
+276.4%
3,782
+269.7%
0.03%
+271.4%
Q1 2017$165,000
+1.2%
1,023
-5.2%
0.01%
-12.5%
Q4 2016$163,000
+3.2%
1,079
+0.6%
0.01%0.0%
Q3 2016$158,000
+0.6%
1,073
-1.8%
0.01%
-11.1%
Q2 2016$157,000
-73.0%
1,093
-72.8%
0.01%
-76.9%
Q4 2015$582,0004,0240.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders