BEAM WEALTH ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 274 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
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 Q1 2021
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 115,896$11,759,00011.90%
Commonwealth Financial Services, LLC 36,692$3,724,0003.67%
BANK HAPOALIM BM 100,000$10,146,0002.71%
Stillwater Capital Advisors, LLC 81,723$8,292,0002.22%
Somerset Group LLC 20,391$2,069,0002.05%
Peachtree Investment Advisors, Inc. 17,909$1,817,0001.78%
Madden Advisory Services, Inc. 25,715$2,609,0001.77%
Pinnacle Family Advisors, LLC 27,925$2,833,0001.73%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,247$3,779,0001.40%
PETTYJOHN, WOOD & WHITE, INC 35,245$3,576,0001.39%
View complete list of ISHARES TR shareholders