Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 274 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$9,000
-10.0%
1400.0%0.00%0.0%
Q2 2022$10,000
-16.7%
1400.0%0.00%0.0%
Q1 2022$12,0000.0%1400.0%0.00%0.0%
Q4 2021$12,000
-77.8%
140
-82.5%
0.00%
-66.7%
Q4 2020$54,0008000.01%
Other shareholders
ISHARES TR shareholders Q1 2021
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