Vahanian & Associates Financial Planning Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.

Quarter-by-quarter ownership
Vahanian & Associates Financial Planning Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$428,749
-0.6%
5,735
-0.8%
1.38%
+1.0%
Q2 2023$431,320
+7.6%
5,781
+2.6%
1.36%
+22.7%
Q1 2023$400,803
+71.1%
5,634
+81.5%
1.11%
+45.2%
Q4 2022$234,259
+11.6%
3,1040.0%0.77%
+5.9%
Q3 2022$210,000
-5.0%
3,104
+18.9%
0.72%
+41.5%
Q1 2022$221,000
-73.1%
2,610
-72.5%
0.51%
-22.9%
Q4 2021$823,0009,4880.66%
Other shareholders
ISHARES TR shareholders Q4 2022
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