Magnus Financial Group 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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Magnus Financial Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,916,461
+0.5%
172,772
+0.3%
1.88%
+2.8%
Q2 2023$12,856,289
+5.9%
172,313
+1.0%
1.83%
-1.0%
Q1 2023$12,140,499
-1.9%
170,656
+4.1%
1.85%
-8.3%
Q4 2022$12,378,029
+3.5%
164,013
-7.3%
2.02%
-11.8%
Q3 2022$11,955,000
-2.9%
176,986
+0.6%
2.28%
+0.9%
Q2 2022$12,314,000
-21.0%
175,965
-4.5%
2.26%
-13.1%
Q1 2022$15,580,000
+5.0%
184,312
+7.6%
2.60%
-7.7%
Q4 2021$14,843,000
+14.1%
171,216
+8.7%
2.82%
+2.4%
Q3 2021$13,008,000
+4.8%
157,580
+2.9%
2.75%
+1.8%
Q2 2021$12,410,000
+11.5%
153,112
+3.0%
2.70%
+0.5%
Q1 2021$11,134,000
+17.7%
148,709
+5.0%
2.69%
+186.5%
Q4 2020$9,460,000
+27.3%
141,676
+116.3%
0.94%
+8.6%
Q3 2020$7,433,000
+18.5%
65,500
+15.1%
0.86%
+24.5%
Q2 2020$6,270,000
+3019.4%
56,925
+3542.0%
0.70%
+1728.9%
Q3 2019$201,0000.0%1,563
-8.0%
0.04%
-7.3%
Q1 2019$201,0001,6990.04%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 134,702$11,386,0008.99%
First Citizens Financial Corp 62,303$5,266,0003.95%
HC Advisors, LLC 54,865$4,638,0002.94%
Stillwater Capital Advisors, LLC 210,117$17,761,0002.85%
ETFIDEA, LLC 76,938$6,503,5692.81%
BEAM WEALTH ADVISORS, INC. 27,753$2,346,0002.70%
Magnus Financial Group LLC 184,312$15,580,0002.60%
Sowa Financial Group, Inc. 43,724$3,696,0002.22%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 41,549$3,512,0002.08%
Somerset Group LLC 33,023$2,791,0002.00%
View complete list of ISHARES TR shareholders