Chesapeake Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Chesapeake Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$901,903
+2.4%
12,064
+2.2%
0.38%
+8.4%
Q2 2023$880,845
+5.0%
11,806
+0.1%
0.35%
-0.9%
Q1 2023$839,167
-7.5%
11,796
-1.9%
0.35%
-11.8%
Q4 2022$907,073
+12.0%
12,019
+0.3%
0.40%
+7.3%
Q3 2022$810,000
-5.4%
11,989
-2.1%
0.37%
+1.1%
Q2 2022$856,000
-17.6%
12,243
-0.4%
0.37%
-2.9%
Q1 2022$1,039,000
-2.7%
12,287
-0.2%
0.38%
+5.0%
Q4 2021$1,068,000
+0.7%
12,315
-4.2%
0.36%
-5.3%
Q3 2021$1,061,000
-12.2%
12,850
-13.8%
0.38%
-3.3%
Q2 2021$1,208,000
-4.4%
14,906
-11.6%
0.39%
-7.3%
Q1 2021$1,263,000
+8.0%
16,858
-3.7%
0.42%
+6.3%
Q4 2020$1,169,000
+8.6%
17,500
+84.5%
0.40%
-1.0%
Q3 2020$1,076,000
-1.0%
9,484
-3.9%
0.40%
-7.2%
Q2 2020$1,087,000
+7.4%
9,870
-5.1%
0.43%
-7.3%
Q1 2020$1,012,000
-31.6%
10,398
-3.2%
0.47%
-18.1%
Q4 2019$1,480,000
+4.7%
10,743
-2.2%
0.57%
-1.0%
Q3 2019$1,414,000
+0.6%
10,988
-1.9%
0.58%
-2.0%
Q2 2019$1,406,000
+3.3%
11,196
-2.8%
0.59%
-1.7%
Q1 2019$1,361,000
+9.5%
11,520
-1.4%
0.60%
-2.8%
Q4 2018$1,243,000
-16.5%
11,685
-4.6%
0.62%
-7.1%
Q3 2018$1,488,000
+3.4%
12,251
-0.2%
0.66%
-0.3%
Q2 2018$1,439,000
-1.0%
12,281
-0.4%
0.66%
-1.0%
Q1 2018$1,453,00012,3290.67%
Other shareholders
ISHARES TR shareholders Q3 2023
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