Pettinga Financial Advisors LLC - 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
Pettinga Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$406,000
+48.2%
4,685
+40.9%
0.10%
+41.4%
Q3 2021$274,000
+36.3%
3,325
+34.3%
0.07%
+29.6%
Q2 2021$201,000
-1.5%
2,475
-18.9%
0.05%
-26.0%
Q4 2020$204,000
-19.4%
3,050
+32.6%
0.07%
-40.2%
Q2 2020$253,000
-64.0%
2,300
-68.2%
0.12%
-74.3%
Q1 2020$703,000
-64.3%
7,225
-49.5%
0.47%
-54.9%
Q4 2019$1,970,000
+2.2%
14,300
-4.5%
1.05%
+1.2%
Q3 2019$1,927,000
+0.2%
14,970
-2.3%
1.04%
+3.9%
Q2 2019$1,924,000
+5.0%
15,320
-1.3%
1.00%
+1.9%
Q1 2019$1,833,000
+30.5%
15,520
+17.5%
0.98%
+6.2%
Q4 2018$1,405,00013,2050.92%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders