ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 Q2 2022
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