IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$117,584
-44.3%
2,478
-50.2%
0.01%0.0%
Q2 2023$211,087
-1.7%
4,972
-2.7%
0.01%
-44.4%
Q1 2023$214,843
+4406.9%
5,110
-95.5%
0.01%
-92.9%
Q4 2022$4,767
-99.9%
112,410
-15.6%
0.13%
-14.8%
Q3 2022$5,705,000
+1.2%
133,159
+0.9%
0.15%
-15.8%
Q2 2022$5,639,000
-14.5%
131,934
-14.2%
0.18%
+115.9%
Q1 2022$6,594,000
+977.5%
153,691
+719.8%
0.08%
+583.3%
Q4 2021$612,000
+6.2%
18,747
-3.2%
0.01%0.0%
Q3 2021$576,000
-10.3%
19,359
-11.9%
0.01%
-7.7%
Q2 2021$642,000
+44.3%
21,985
+27.6%
0.01%
+44.4%
Q1 2021$445,000
+304.5%
17,232
+218.1%
0.01%
+125.0%
Q4 2020$110,000
+31.0%
5,4170.0%0.00%
-20.0%
Q3 2020$84,000
-27.6%
5,417
-8.5%
0.01%
-44.4%
Q2 2020$116,000
+114.8%
5,917
+75.8%
0.01%
+80.0%
Q1 2020$54,000
-8.5%
3,365
+82.7%
0.01%
+25.0%
Q4 2019$59,000
-3.3%
1,842
-3.2%
0.00%0.0%
Q3 2019$61,000
+35.6%
1,902
+52.3%
0.00%
-33.3%
Q1 2019$45,000
-23.7%
1,249
-34.4%
0.01%
+50.0%
Q4 2018$59,000
-66.7%
1,903
-54.8%
0.00%
-42.9%
Q3 2018$177,000
-68.4%
4,207
-68.5%
0.01%
-70.8%
Q2 2018$560,000
+103.6%
13,347
+92.4%
0.02%
+100.0%
Q1 2018$275,0000.0%6,9380.0%0.01%0.0%
Q4 2017$275,000
-10.4%
6,938
-15.4%
0.01%0.0%
Q3 2017$307,000
-17.5%
8,197
-21.7%
0.01%
-25.0%
Q2 2017$372,000
-69.1%
10,470
-66.5%
0.02%
-69.2%
Q1 2017$1,204,000
-29.0%
31,240
-23.5%
0.05%
-36.6%
Q4 2016$1,696,000
+120.5%
40,825
+107.2%
0.08%
+105.0%
Q3 2016$769,000
-7.1%
19,706
-8.7%
0.04%
-13.0%
Q2 2016$828,000
+1740.0%
21,590
+1628.6%
0.05%
+666.7%
Q1 2016$45,000
-93.7%
1,249
-94.1%
0.01%
-87.5%
Q4 2015$713,00021,0600.05%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Bull Oak Capital, LLC 155,062$6,345,0005.20%
EQ LLC 122,528$5,014,0003.64%
Outlook Wealth Advisors, LLC 258,549$10,580,0003.54%
Buttonwood Financial Group, LLC 100,879$4,121,0003.06%
Dentgroup LLC 75,922$3,107,0002.99%
Bernardo Wealth Planning LLC 146,189$5,982,0002.97%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$12,276,0002.90%
Keystone Financial Services 115,221$4,625,0002.66%
AVAII WEALTH MANAGEMENT, LLC 70,249$2,875,0002.66%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 179,590$7,349,0002.60%
View complete list of ISHARES TR shareholders