STIFEL FINANCIAL CORP - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 175 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 4.68 and the average weighting 0.1%.

Quarter-by-quarter ownership
STIFEL FINANCIAL CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$656,918
+50.4%
2,810
+60.8%
0.00%0.0%
Q2 2023$436,780
+22.0%
1,748
+11.3%
0.00%0.0%
Q1 2023$357,881
-4.2%
1,571
-10.2%
0.00%0.0%
Q4 2022$373,572
+57.6%
1,749
+57.0%
0.00%
Q2 2022$237,000
-86.4%
1,114
-82.8%
0.00%
-100.0%
Q1 2022$1,744,000
-11.4%
6,462
-9.2%
0.00%
-33.3%
Q4 2021$1,968,000
+63.5%
7,118
+43.8%
0.00%
+50.0%
Q3 2021$1,204,000
-71.2%
4,951
-69.2%
0.00%
-66.7%
Q2 2021$4,177,000
-9.3%
16,064
-10.1%
0.01%
-25.0%
Q1 2021$4,605,000
+51.0%
17,871
+29.3%
0.01%
+60.0%
Q4 2020$3,050,000
+31.2%
13,825
+18.3%
0.01%0.0%
Q3 2020$2,325,000
+635.8%
11,684
+635.3%
0.01%
+400.0%
Q4 2019$316,000
+45.6%
1,589
+37.6%
0.00%0.0%
Q3 2019$217,000
-88.5%
1,155
-88.4%
0.00%
-80.0%
Q2 2019$1,895,000
+27.5%
9,986
+24.9%
0.01%
+25.0%
Q1 2019$1,486,000
+44.7%
7,997
+26.6%
0.00%
+33.3%
Q4 2018$1,027,000
-3.2%
6,317
+14.1%
0.00%0.0%
Q4 2017$1,061,000
+395.8%
5,535
+364.0%
0.00%
+200.0%
Q3 2017$214,000
+3.9%
1,1930.0%0.00%0.0%
Q2 2017$206,000
+2.5%
1,193
-3.6%
0.00%0.0%
Q4 2016$201,000
-80.6%
1,238
-83.0%
0.00%
-83.3%
Q1 2016$1,038,000
-87.8%
7,286
-86.6%
0.01%
-87.2%
Q1 2015$8,530,000
+834.3%
54,464
+878.9%
0.05%
+840.0%
Q4 2014$913,0005,5640.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,662$6,613,0003.88%
McGuire Investment Group, LLC 21,821$3,549,0001.23%
Richard Bernstein Advisors LLC 190,850$31,039,0000.97%
Clarus Wealth Advisors 5,007$824,0000.69%
Zimmer Partners, LP 200,000$32,528,0000.44%
Capital Advisors, Ltd. LLC 10,124$1,647,0000.44%
GREENWOOD CAPITAL ASSOCIATES LLC 10,543$1,715,0000.39%
Sage Capital Advisors,llc 3,531$574,0000.37%
GARRISON POINT ADVISORS, LLC 2,237$364,0000.36%
FIRST UNITED BANK & TRUST 3,085$502,0000.30%
View complete list of ISHARES TR shareholders