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 ↓
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