Newbridge Financial Services Group, Inc. - 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
Newbridge Financial Services Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$133,401
+0.2%
1,7840.0%0.07%
+3.1%
Q2 2023$133,133
+4.9%
1,7840.0%0.06%
-3.0%
Q1 2023$126,884
-5.7%
1,784
+0.1%
0.07%
-14.1%
Q4 2022$134,532
+12.1%
1,783
+0.2%
0.08%
+9.9%
Q3 2022$120,000
-4.0%
1,7800.0%0.07%
-9.0%
Q2 2022$125,000
-16.7%
1,7800.0%0.08%
+5.4%
Q1 2022$150,000
-2.6%
1,780
+0.1%
0.07%
+1.4%
Q4 2021$154,000
+470.4%
1,779
+452.5%
0.07%
+329.4%
Q3 2021$27,000
+3.8%
322
+0.3%
0.02%
+6.2%
Q2 2021$26,000
+73.3%
321
+59.7%
0.02%
+45.5%
Q1 2021$15,0002010.01%
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