BEAM WEALTH ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 250 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$637,892
+6.6%
6,669
-4.8%
0.38%
+1.1%
Q4 2023$598,153
-12.1%
7,003
-23.1%
0.38%
-21.7%
Q3 2023$680,812
-71.8%
9,107
-71.8%
0.48%
-71.1%
Q2 2023$2,413,247
-4.1%
32,345
-8.6%
1.68%
-33.7%
Q1 2023$2,517,305
-3.7%
35,385
+2.2%
2.53%
-7.2%
Q4 2022$2,612,907
+32.6%
34,622
+18.7%
2.72%
+24.2%
Q3 2022$1,970,000
-1.6%
29,167
+1.9%
2.19%
-1.4%
Q2 2022$2,003,000
-14.6%
28,624
+3.1%
2.22%
-17.5%
Q1 2022$2,346,000
+3.4%
27,753
+6.0%
2.70%
+3.7%
Q4 2021$2,269,000
+7.8%
26,175
+2.7%
2.60%
+43.8%
Q3 2021$2,105,000
+3.6%
25,497
+1.8%
1.81%
+3.1%
Q2 2021$2,031,000
+27.5%
25,057
+17.8%
1.75%
+23.4%
Q1 2021$1,593,000
+15.9%
21,274
+3.3%
1.42%
+9.4%
Q4 2020$1,375,000
-2.1%
20,593
+66.5%
1.30%
-1.3%
Q3 2020$1,404,000
+2.6%
12,370
+0.8%
1.32%
-4.6%
Q2 2020$1,369,000
+43.8%
12,275
+25.5%
1.38%
+46.1%
Q1 2020$952,0009,7810.94%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Hamilton Wealth, LLC 56,736$6,035,0005.91%
Stillwater Capital Advisors, LLC 103,693$11,030,0002.75%
Somerset Group LLC 20,999$2,234,0002.26%
Peachtree Investment Advisors, Inc. 27,153$2,888,0002.23%
CIM, LLC 40,565$4,315,0001.89%
Madden Advisory Services, Inc. 24,876$2,646,0001.60%
BANK HAPOALIM BM 46,607$4,958,0001.59%
Risk Paradigm Group, LLC 5,358$569,930,0001.39%
PETTYJOHN, WOOD & WHITE, INC 31,940$3,397,0001.24%
PATTEN & PATTEN INC/TN 87,521$9,310,0001.14%
View complete list of ISHARES TR shareholders