Addison Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 304 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
Addison Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,476
+0.2%
1000.0%0.00%
-25.0%
Q2 2023$7,461
+4.9%
1000.0%0.00%0.0%
Q1 2023$7,114
-5.7%
1000.0%0.00%
-20.0%
Q4 2022$7,547
+7.8%
1000.0%0.01%
+25.0%
Q3 2022$7,0000.0%1000.0%0.00%0.0%
Q2 2022$7,000
-12.5%
1000.0%0.00%0.0%
Q1 2022$8,000
-11.1%
1000.0%0.00%
-33.3%
Q4 2021$9,000
+12.5%
1000.0%0.01%0.0%
Q3 2021$8,0000.0%1000.0%0.01%0.0%
Q2 2021$8,000
+14.3%
1000.0%0.01%
-14.3%
Q4 2020$7,0001000.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders