Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$284,808
+30.1%
3,810
+29.8%
0.03%
+8.0%
Q2 2023$218,952
-23.7%
2,935
-22.9%
0.02%
-34.2%
Q4 2022$287,139
+21.7%
3,805
+8.9%
0.04%
+5.6%
Q3 2022$236,000
+8.3%
3,493
+12.0%
0.04%
+12.5%
Q2 2022$218,000
-21.3%
3,120
-4.7%
0.03%
-11.1%
Q1 2022$277,000
+31.3%
3,275
+34.5%
0.04%
+28.6%
Q4 2021$211,000
+41.6%
2,435
+34.7%
0.03%
+33.3%
Q3 2021$149,000
+8.0%
1,808
+5.9%
0.02%
+23.5%
Q2 2021$138,000
+53.3%
1,708
+41.6%
0.02%
+13.3%
Q1 2021$90,000
+16.9%
1,206
+4.6%
0.02%
-6.2%
Q4 2020$77,000
-99.9%
1,153
+100.5%
0.02%
-52.9%
Q3 2020$67,551,000
+6.0%
575
+0.5%
0.03%
-2.9%
Q2 2020$63,700,000
+1184.0%
572
+1021.6%
0.04%
+1066.7%
Q1 2020$4,961,000
-31.9%
510.0%0.00%
-25.0%
Q4 2019$7,287,000510.00%
Other shareholders
ISHARES TR shareholders Q2 2022
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