GDS Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
GDS Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,325,019
+5.6%
151,485
+5.4%
1.78%
+2.3%
Q2 2023$10,725,635
+11.0%
143,756
+5.8%
1.74%
+1.9%
Q1 2023$9,666,290
-3.0%
135,877
+2.9%
1.71%
-10.3%
Q4 2022$9,966,644
+16.9%
132,061
+4.6%
1.90%
+0.3%
Q3 2022$8,526,000
+1.6%
126,214
+5.3%
1.90%
+1.0%
Q2 2022$8,388,000
-6.7%
119,868
+8.7%
1.88%
-5.0%
Q1 2022$8,988,000
-2.0%
110,323
+4.3%
1.98%
-3.5%
Q4 2021$9,171,000105,7882.05%
Other shareholders
ISHARES TR shareholders Q1 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