Kellett Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 336 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.51 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kellett Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$357,838
-55.4%
3,784
-54.9%
0.29%
-47.9%
Q1 2024$801,819
+19.0%
8,383
+6.3%
0.56%
+10.8%
Q4 2023$673,615
+129.7%
7,887
+101.0%
0.50%
+99.6%
Q3 2023$293,272
-97.4%
3,923
-97.1%
0.25%
-97.2%
Q1 2022$11,386,000
+7.6%
134,702
+10.3%
8.99%
+11.0%
Q4 2021$10,583,000122,0858.10%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Hamilton Wealth, LLC 56,736$6,035,0005.91%
Stillwater Capital Advisors, LLC 103,693$11,030,0002.75%
Somerset Group LLC 20,999$2,234,0002.26%
Peachtree Investment Advisors, Inc. 27,153$2,888,0002.23%
CIM, LLC 40,565$4,315,0001.89%
Madden Advisory Services, Inc. 24,876$2,646,0001.60%
BANK HAPOALIM BM 46,607$4,958,0001.59%
Risk Paradigm Group, LLC 5,358$569,930,0001.39%
PETTYJOHN, WOOD & WHITE, INC 31,940$3,397,0001.24%
PATTEN & PATTEN INC/TN 87,521$9,310,0001.14%
View complete list of ISHARES TR shareholders