Realta Investment Advisors - 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
Realta Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$75,291
-19.9%
1,009
-19.9%
0.02%
-19.0%
Q2 2023$93,943
-66.4%
1,259
-68.0%
0.02%
-69.1%
Q1 2023$279,489
-33.2%
3,929
-29.1%
0.07%
-33.3%
Q4 2022$418,377
+9.8%
5,544
-1.8%
0.10%
+2.0%
Q3 2022$381,000
-4.8%
5,647
+0.0%
0.10%
+2.0%
Q2 2022$400,000
-13.4%
5,645
+3.3%
0.10%
+6.5%
Q1 2022$462,000
+6.0%
5,464
+8.7%
0.09%
-4.2%
Q4 2021$436,000
-0.5%
5,025
-5.2%
0.10%
-6.8%
Q3 2021$438,000
+11.5%
5,301
+9.3%
0.10%
+10.8%
Q2 2021$393,000
+7.4%
4,851
-0.6%
0.09%
-3.1%
Q1 2021$366,000
-4.2%
4,882
-14.7%
0.10%
-11.1%
Q4 2020$382,000
-14.5%
5,724
+45.2%
0.11%
-28.0%
Q3 2020$447,000
-14.5%
3,941
-17.0%
0.15%
-12.8%
Q2 2020$523,000
-10.1%
4,748
-20.6%
0.17%
-31.2%
Q1 2020$582,000
+26.0%
5,980
+76.1%
0.25%
+98.4%
Q4 2019$462,000
+5.0%
3,395
-0.6%
0.13%
+5.9%
Q3 2019$440,000
-25.0%
3,414
-27.1%
0.12%
-27.0%
Q2 2019$587,000
+511.5%
4,681
+478.6%
0.16%
+270.5%
Q1 2019$96,0008090.04%
Other shareholders
ISHARES TR shareholders Q4 2021
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