HC Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.41 and the average weighting 0.1%.

Quarter-by-quarter ownership
HC Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,581,816
+0.2%
61,287
-0.0%
2.72%
+2.6%
Q2 2023$4,574,115
+0.9%
61,307
-3.8%
2.65%
-5.3%
Q1 2023$4,535,388
-25.7%
63,753
-21.2%
2.80%
-32.7%
Q4 2022$6,105,523
+12.5%
80,900
+0.7%
4.17%
+11.5%
Q3 2022$5,427,000
+29.6%
80,345
+34.3%
3.74%
+25.3%
Q2 2022$4,188,000
-9.7%
59,840
+9.1%
2.98%
+1.3%
Q1 2022$4,638,000
-6.1%
54,865
-3.7%
2.94%
-2.9%
Q4 2021$4,940,000
+3.2%
56,984
-1.8%
3.03%
-3.5%
Q3 2021$4,788,000
-14.1%
58,004
-15.7%
3.14%
-8.4%
Q2 2021$5,574,000
+2.6%
68,774
-5.2%
3.43%
-2.4%
Q1 2021$5,434,000
+6.0%
72,584
-5.5%
3.51%
+0.2%
Q4 2020$5,127,000
+20.0%
76,792
+103.9%
3.50%
+1.7%
Q3 2020$4,274,000
+3.1%
37,666
+0.1%
3.45%
+0.4%
Q2 2020$4,144,000
-14.4%
37,621
+7.1%
3.43%
-31.3%
Q4 2019$4,840,00035,1254.99%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 70,216$5,299,2305.12%
HC Advisors, LLC 80,900$6,105,5234.17%
First Citizens Financial Corp 62,140$4,6904.05%
New Millennium Group LLC 43,946$3,316,6543.54%
Stillwater Capital Advisors, LLC 203,737$15,376,0293.24%
ETFIDEA, LLC 81,927$6,183,0502.86%
BEAM WEALTH ADVISORS, INC. 34,622$2,612,9072.72%
Somerset Group LLC 32,695$2,467,4922.18%
Magnus Financial Group LLC 164,013$12,378,0292.02%
GDS Wealth Management 132,061$9,966,6441.90%
View complete list of ISHARES TR shareholders