Mount Yale Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 317 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$544,348
-3.2%
14,877
+3.4%
0.06%
-1.7%
Q2 2023$562,282
+10.6%
14,388
+5.6%
0.06%
+5.3%
Q1 2023$508,315
-0.4%
13,620
-3.2%
0.06%
-1.7%
Q4 2022$510,209
+16.8%
14,071
+3.8%
0.06%0.0%
Q3 2022$437,000
-22.5%
13,552
-18.2%
0.06%
-18.3%
Q2 2022$564,00016,5730.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders