Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 298 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$523,918
-23.3%
5,540
-22.4%
0.01%
-25.0%
Q1 2024$682,746
+11.9%
7,138
-0.1%
0.01%
+14.3%
Q4 2023$610,163
+14.5%
7,143
+0.2%
0.01%0.0%
Q3 2023$532,904
+9.3%
7,129
+9.1%
0.01%
-12.5%
Q2 2023$487,443
-13.3%
6,534
-17.3%
0.01%
-20.0%
Q1 2023$562,170
-10.1%
7,902
-4.6%
0.01%
-16.7%
Q4 2022$625,272
+16.4%
8,286
+4.5%
0.01%0.0%
Q3 2022$537,000
-3.6%
7,9300.0%0.01%0.0%
Q2 2022$557,000
-17.8%
7,930
-1.2%
0.01%
+33.3%
Q1 2022$678,000
+227.5%
8,025
+235.5%
0.01%
+80.0%
Q4 2021$207,000
-49.6%
2,392
-51.9%
0.01%
-50.0%
Q3 2021$411,000
-1.0%
4,978
-2.8%
0.01%
-33.3%
Q2 2021$415,000
+42.6%
5,122
+17.2%
0.02%
-25.0%
Q4 2020$291,0004,3700.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Hamilton Wealth, LLC 56,736$6,035,0005.91%
Stillwater Capital Advisors, LLC 103,693$11,030,0002.75%
Somerset Group LLC 20,999$2,234,0002.26%
Peachtree Investment Advisors, Inc. 27,153$2,888,0002.23%
CIM, LLC 40,565$4,315,0001.89%
Madden Advisory Services, Inc. 24,876$2,646,0001.60%
BANK HAPOALIM BM 46,607$4,958,0001.59%
Risk Paradigm Group, LLC 5,358$569,930,0001.39%
PETTYJOHN, WOOD & WHITE, INC 31,940$3,397,0001.24%
PATTEN & PATTEN INC/TN 87,521$9,310,0001.14%
View complete list of ISHARES TR shareholders