Ken Stern & Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 223 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.15 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 Q3 2018
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