ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 344 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$443,402
-31.0%
5,931
-31.1%
0.21%
-28.8%
Q2 2023$642,317
-17.7%
8,609
-21.5%
0.30%
-26.5%
Q1 2023$780,121
-16.9%
10,966
-11.8%
0.41%
-24.8%
Q4 2022$938,243
-8.0%
12,432
-17.6%
0.54%
-14.8%
Q3 2022$1,020,000
-66.8%
15,096
-65.7%
0.64%
-69.9%
Q2 2022$3,076,000
-12.4%
43,954
+5.8%
2.11%
+1.2%
Q1 2022$3,512,000
+3.6%
41,549
+6.2%
2.08%
+9.6%
Q4 2021$3,390,00039,1091.90%
Other shareholders
ISHARES TR shareholders Q4 2021
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