Kore Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 344 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$209,000
+93.5%
2,533
+223.9%
0.02%
+4.8%
Q4 2019$108,000
+3500.0%
782
+2796.3%
0.02%
+2000.0%
Q1 2019$3,000
-99.5%
27
-99.5%
0.00%
-99.4%
Q4 2018$621,0005,8360.17%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Annex Advisory Services, LLC 164,902$13,806,0004.67%
Peregrine Asset Advisers, Inc. 45,826$3,837,0003.15%
Quantitative Advantage, LLC 134,243$11,239,0002.81%
Institute for Wealth Management, LLC. 30,094$2,524,0002.40%
Nan Shan Life Insurance Co., Ltd. 204,305$17,104,0002.19%
ASSETMARK, INC 1,034,984$86,649,0002.00%
Jaffetilchin Investment Partners, LLC 62,050$5,195,0001.91%
Somerset Group LLC 24,329$2,037,0001.88%
BENJAMIN F. EDWARDS & COMPANY, INC. 76,816$6,431,0001.60%
PATTEN & PATTEN INC/TN 112,605$9,427,0001.50%
View complete list of ISHARES TR shareholders