Ken Stern & Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 229 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.70 and the average weighting 0.2%.

Quarter-by-quarter ownership
Ken Stern & Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$7,012,000
-4.7%
59,831
-4.2%
3.24%
-0.1%
Q1 2018$7,358,000
-7.4%
62,458
-6.2%
3.24%
-6.4%
Q4 2017$7,950,000
+1.4%
66,564
-4.8%
3.46%
-0.0%
Q3 2017$7,840,00069,9003.46%
Other shareholders
ISHARES TR shareholders Q2 2018
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