American Portfolios Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 277 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
American Portfolios Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$448,036
-2.1%
6,633
+1.4%
0.02%0.0%
Q2 2022$457,642
-29.1%
6,540
-14.3%
0.02%
-13.6%
Q1 2022$645,101
-19.5%
7,632
-17.5%
0.02%
-18.5%
Q4 2021$801,624
+2.7%
9,247
-2.2%
0.03%
-6.9%
Q3 2021$780,197
+1.0%
9,451
-0.8%
0.03%
-3.3%
Q2 2021$772,511
+8.5%
9,531
+0.2%
0.03%
-3.2%
Q1 2021$712,296
+13.6%
9,514
+1.3%
0.03%
-3.1%
Q4 2020$627,145
+18.8%
9,393
+101.9%
0.03%
+6.7%
Q3 2020$528,073
+5.1%
4,653
+2.0%
0.03%
-9.1%
Q2 2020$502,627
+45.2%
4,564
+28.3%
0.03%
+13.8%
Q1 2020$346,152
-66.0%
3,558
-51.9%
0.03%
-59.7%
Q4 2019$1,018,673
+66.8%
7,393
+55.8%
0.07%
+44.0%
Q3 2019$610,789
-35.2%
4,745
-36.8%
0.05%
-36.7%
Q2 2019$943,211
+64.6%
7,510
+54.8%
0.08%
+46.3%
Q1 2019$572,940
+9.2%
4,850
-1.7%
0.05%
-16.9%
Q4 2018$524,725
-27.1%
4,933
-16.7%
0.06%
-21.7%
Q3 2018$719,723
+3.9%
5,925
+0.3%
0.08%
-11.7%
Q2 2018$692,520
-4.9%
5,909
-4.4%
0.09%
-13.0%
Q1 2018$728,247
-8.8%
6,182
-7.6%
0.11%
-14.3%
Q4 2017$798,8436,6890.13%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders