Navis Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 287 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.

Quarter-by-quarter ownership
Navis Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$822,285
+0.2%
10,9990.0%1.19%
+58.2%
Q2 2023$820,635
+5.3%
10,999
+0.4%
0.75%
-12.0%
Q1 2023$779,476
-5.3%
10,957
+0.5%
0.86%
-26.9%
Q4 2022$823,000
+12.9%
10,905
+1.1%
1.17%
+3.8%
Q3 2022$729,000
-3.4%
10,7910.0%1.13%
+39.2%
Q2 2022$755,000
-16.9%
10,791
+0.4%
0.81%
+0.5%
Q1 2022$908,000
-2.2%
10,746
+0.4%
0.80%
+3.1%
Q4 2021$928,000
+5.8%
10,703
+0.8%
0.78%
+27.6%
Q3 2021$877,000
+1.9%
10,6220.0%0.61%
-15.4%
Q2 2021$861,000
+9.0%
10,622
+0.6%
0.72%
+18.1%
Q1 2021$790,000
+42.1%
10,558
+26.8%
0.61%
+21.9%
Q4 2020$556,0008,3280.50%
Other shareholders
ISHARES TR shareholders Q1 2023
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