Occidental Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$228,000
-50.2%
3,257
-39.9%
0.07%
-41.9%
Q1 2022$458,000
-2.6%
5,415
-0.1%
0.12%
+4.5%
Q4 2021$470,000
+13.8%
5,422
+8.3%
0.11%
+4.7%
Q3 2021$413,000
-17.4%
5,008
-18.8%
0.11%
-19.5%
Q2 2021$500,000
+27.2%
6,166
+17.6%
0.13%
+13.7%
Q1 2021$393,000
+14.2%
5,243
+1.8%
0.12%
+2.6%
Q4 2020$344,0005,1520.11%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders