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 ↓
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