Occidental Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

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 Q1 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders