Rise Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Rise Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$44,405
+0.2%
5940.0%0.04%
+2.9%
Q2 2023$44,316
+5.3%
594
+0.3%
0.03%
+6.2%
Q1 2023$42,092
-5.3%
592
+0.5%
0.03%
-11.1%
Q4 2022$44,437
+11.1%
589
+0.5%
0.04%
+9.1%
Q3 2022$40,000
-14.9%
586
-13.4%
0.03%
-29.8%
Q2 2022$47,000
-17.5%
677
+0.4%
0.05%
-7.8%
Q1 2022$57,000
-99.9%
674
+0.4%
0.05%
-7.3%
Q4 2021$58,202,0006710.06%
Other shareholders
ISHARES TR shareholders Q1 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