Compass Wealth Management 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 Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.

Quarter-by-quarter ownership
Compass Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$85,410
+14.2%
1,0000.0%0.02%
+4.3%
Q3 2023$74,760
+0.2%
1,0000.0%0.02%0.0%
Q2 2023$74,610
-8.8%
1,000
-13.0%
0.02%
-11.5%
Q1 2023$81,811
-5.7%
1,1500.0%0.03%
-7.1%
Q4 2022$86,7901,1500.03%
Other shareholders
ISHARES TR shareholders Q4 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