HCR Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$252,499
+4.9%
3,3840.0%0.05%
-2.1%
Q1 2023$240,705
-13.0%
3,384
-7.7%
0.05%
-17.2%
Q4 2022$276,799
+4.1%
3,668
-6.8%
0.06%
+1.8%
Q3 2022$266,000
-6.7%
3,936
-3.2%
0.06%0.0%
Q2 2022$285,000
-23.0%
4,066
-7.0%
0.06%
-5.0%
Q1 2022$370,000
-94.5%
4,373
-94.3%
0.06%
-94.2%
Q4 2021$6,703,000
+5.0%
77,317
+0.0%
1.04%
-2.4%
Q3 2021$6,381,000
-16.5%
77,295
-18.0%
1.06%
-19.7%
Q2 2021$7,644,000
+34645.5%
94,314
+28053.4%
1.33%
+26440.0%
Q4 2020$22,000
-35.3%
335
+11.7%
0.01%
-37.5%
Q3 2020$34,000
+3.0%
3000.0%0.01%0.0%
Q2 2020$33,000
-67.0%
300
-70.7%
0.01%
-72.4%
Q1 2020$100,000
-36.7%
1,025
-10.9%
0.03%
-23.7%
Q4 2019$158,000
-23.7%
1,150
-30.3%
0.04%
-35.6%
Q2 2019$207,000
-32.6%
1,650
-42.8%
0.06%
-40.4%
Q4 2018$307,000
-14.0%
2,885
-8.0%
0.10%
-14.7%
Q3 2018$357,000
+5.6%
3,135
+8.7%
0.12%
+4.5%
Q2 2018$338,000
-0.6%
2,8850.0%0.11%
-5.9%
Q1 2018$340,000
+2.7%
2,885
+4.0%
0.12%
+1.7%
Q4 2017$331,000
+6.4%
2,7750.0%0.12%
-11.5%
Q3 2017$311,000
+4.4%
2,7750.0%0.13%
-10.9%
Q2 2017$298,000
-6.0%
2,775
-8.9%
0.15%
-9.3%
Q1 2017$317,0003,0460.16%
Other shareholders
ISHARES TR shareholders Q1 2022
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