Krilogy Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Krilogy Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$895,000
+1.8%
10,8420.0%0.09%
+1.1%
Q2 2021$879,000
+8.3%
10,8420.0%0.09%
+2.3%
Q1 2021$812,000
+12.2%
10,8420.0%0.09%
-1.1%
Q4 2020$724,000
+17.7%
10,842
+100.0%
0.09%
+2.4%
Q3 2020$615,000
+3.0%
5,4210.0%0.08%
-6.6%
Q2 2020$597,000
+13.3%
5,4210.0%0.09%
-9.0%
Q1 2020$527,000
-29.5%
5,4210.0%0.10%
-18.7%
Q4 2019$747,000
+7.0%
5,4210.0%0.12%
-2.4%
Q3 2019$698,000
+2.5%
5,4210.0%0.13%
-3.8%
Q2 2019$681,000
+6.4%
5,4210.0%0.13%
-3.0%
Q1 2019$640,000
+10.9%
5,4210.0%0.14%
-15.1%
Q4 2018$577,000
-12.3%
5,4210.0%0.16%
+6.7%
Q3 2018$658,000
-0.8%
5,421
-4.1%
0.15%
-10.8%
Q2 2018$663,000
-0.5%
5,6550.0%0.17%
+5.0%
Q1 2018$666,000
-1.3%
5,6550.0%0.16%
-2.5%
Q4 2017$675,000
+6.5%
5,6550.0%0.16%
+0.6%
Q3 2017$634,000
+4.3%
5,6550.0%0.16%
-4.7%
Q2 2017$608,000
+5.9%
5,6550.0%0.17%
-4.5%
Q1 2017$574,0000.0%5,6550.0%0.18%0.0%
Q4 2016$574,000
-12.2%
5,655
-22.2%
0.18%
-14.4%
Q3 2016$654,000
-10.9%
7,270
-14.9%
0.21%
-18.4%
Q2 2016$734,000
+1.5%
8,5450.0%0.26%
-14.1%
Q1 2016$723,000
+0.6%
8,5450.0%0.30%
-13.2%
Q3 2015$719,0008,5450.34%
Other shareholders
ISHARES TR shareholders Q4 2020
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