Mutual Advisors, LLC - 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 2019. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$623,244
-4.4%
8,337
-4.6%
0.02%
-4.0%
Q2 2023$651,876
-7.5%
8,737
-11.8%
0.02%
-13.8%
Q1 2023$704,948
-5.3%
9,909
+0.5%
0.03%
-12.1%
Q4 2022$744,039
+42.5%
9,859
+27.6%
0.03%
+22.2%
Q3 2022$522,000
+3.0%
7,729
+6.6%
0.03%
-20.6%
Q2 2022$507,000
-51.1%
7,250
-40.9%
0.03%
-41.4%
Q1 2022$1,037,000
+2.4%
12,263
+4.9%
0.06%
+7.4%
Q4 2021$1,013,000
+5.9%
11,690
+0.9%
0.05%
-5.3%
Q3 2021$957,000
+1.5%
11,590
-0.4%
0.06%
+1.8%
Q2 2021$943,000
+60.4%
11,633
+48.2%
0.06%
+40.0%
Q1 2021$588,000
+11.2%
7,851
-0.9%
0.04%
+2.6%
Q4 2020$529,000
+12.6%
7,919
+91.1%
0.04%
-4.9%
Q3 2020$470,000
-41.8%
4,143
-43.5%
0.04%
-48.1%
Q2 2020$807,000
+13.8%
7,331
+0.6%
0.08%
-17.7%
Q1 2020$709,000
-61.6%
7,286
-45.6%
0.10%
-51.0%
Q4 2019$1,844,000
+265.9%
13,386
+241.6%
0.20%
+192.5%
Q3 2019$504,000
-4.9%
3,919
-7.1%
0.07%
-2.9%
Q2 2019$530,000
+6.4%
4,219
+0.1%
0.07%
-6.8%
Q1 2019$498,000
+7.8%
4,213
-3.1%
0.07%
-18.7%
Q4 2018$462,000
-79.5%
4,347
-76.6%
0.09%
-73.5%
Q3 2018$2,259,000
+2.0%
18,593
-1.6%
0.34%
-32.1%
Q2 2018$2,215,000
-1.0%
18,898
-0.5%
0.50%
-10.9%
Q1 2018$2,237,000
+10.9%
18,987
+12.4%
0.57%
-25.6%
Q4 2017$2,017,00016,8860.76%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 115,896$11,759,00011.90%
Commonwealth Financial Services, LLC 36,692$3,724,0003.67%
BANK HAPOALIM BM 100,000$10,146,0002.71%
Stillwater Capital Advisors, LLC 81,723$8,292,0002.22%
Somerset Group LLC 20,391$2,069,0002.05%
Peachtree Investment Advisors, Inc. 17,909$1,817,0001.78%
Madden Advisory Services, Inc. 25,715$2,609,0001.77%
Pinnacle Family Advisors, LLC 27,925$2,833,0001.73%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,247$3,779,0001.40%
PETTYJOHN, WOOD & WHITE, INC 35,245$3,576,0001.39%
View complete list of ISHARES TR shareholders