Beacon Pointe Advisors, LLC - 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
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 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