Virtue Capital Management, LLC - 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
Virtue Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,623,1760.0%21,7380.0%0.28%
-0.4%
Q2 2023$1,623,176
-46.2%
21,738
-45.6%
0.28%
-39.8%
Q4 2022$3,014,327
+215.0%
39,941
+252.6%
0.46%
+204.6%
Q1 2022$957,000
-34.7%
11,327
-33.0%
0.15%
-30.1%
Q4 2021$1,466,000
+38.7%
16,912
+32.1%
0.22%
+15.5%
Q3 2021$1,057,000
-32.2%
12,801
-33.5%
0.19%
-39.9%
Q2 2021$1,559,000
+80.0%
19,240
+66.3%
0.31%
+52.5%
Q1 2021$866,00011,5680.20%
Other shareholders
ISHARES TR shareholders Q1 2022
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