Mine & Arao Wealth Creation & Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 290 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Mine & Arao Wealth Creation & Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$53,674
-4.8%
718
-5.0%
0.03%0.0%
Q2 2023$56,402
+5.3%
756
+0.4%
0.03%
-2.9%
Q1 2023$53,573
-5.3%
753
+0.5%
0.03%
-19.0%
Q4 2022$56,564
+13.1%
749
+0.9%
0.04%
+13.5%
Q3 2022$50,000
-3.8%
7420.0%0.04%0.0%
Q2 2022$52,000
-16.1%
742
+0.4%
0.04%
+2.8%
Q1 2022$62,000
-3.1%
739
+0.4%
0.04%
+2.9%
Q4 2021$64,000
+6.7%
736
+0.8%
0.04%
-2.8%
Q3 2021$60,000
+1.7%
7300.0%0.04%0.0%
Q2 2021$59,000
+9.3%
730
+0.6%
0.04%0.0%
Q1 2021$54,000
+12.5%
7260.0%0.04%
+5.9%
Q4 2020$48,000
+17.1%
726
+100.6%
0.03%0.0%
Q3 2020$41,000
+2.5%
362
+0.6%
0.03%
-10.5%
Q2 2020$40,000
+14.3%
360
+1.1%
0.04%
-7.3%
Q1 2020$35,000
-28.6%
3560.0%0.04%
-10.9%
Q4 2019$49,0003560.05%
Other shareholders
ISHARES TR shareholders Q3 2022
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