STIFEL FINANCIAL CORP - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
STIFEL FINANCIAL CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,029,223
+0.1%
80,646
-0.1%
0.01%0.0%
Q2 2023$6,022,227
+4.0%
80,715
-0.8%
0.01%0.0%
Q1 2023$5,790,691
-15.9%
81,394
-10.8%
0.01%
-20.0%
Q4 2022$6,888,708
-6.1%
91,277
-16.0%
0.01%
-16.7%
Q3 2022$7,336,000
-32.7%
108,604
-30.3%
0.01%
-29.4%
Q2 2022$10,903,000
+2.6%
155,803
+23.9%
0.02%
+13.3%
Q1 2022$10,629,000
+5.1%
125,734
+7.8%
0.02%
+15.4%
Q4 2021$10,114,000
+5.6%
116,661
+0.5%
0.01%
-7.1%
Q3 2021$9,580,000
-2.2%
116,041
-4.0%
0.01%
-6.7%
Q2 2021$9,797,000
+32.7%
120,875
+22.5%
0.02%
+25.0%
Q1 2021$7,385,000
+14.5%
98,644
+2.1%
0.01%0.0%
Q4 2020$6,452,000
+19.6%
96,629
+103.3%
0.01%
+9.1%
Q3 2020$5,393,000
+60.5%
47,519
+55.8%
0.01%
+37.5%
Q2 2020$3,360,000
-33.3%
30,508
-41.1%
0.01%
-42.9%
Q1 2020$5,034,000
-20.2%
51,766
+13.0%
0.01%
+7.7%
Q4 2019$6,307,000
-0.3%
45,798
-6.8%
0.01%
-18.8%
Q3 2019$6,324,000
-0.0%
49,116
-2.3%
0.02%0.0%
Q2 2019$6,325,000
+12.8%
50,297
+5.6%
0.02%0.0%
Q1 2019$5,609,000
-20.8%
47,618
-28.6%
0.02%
-30.4%
Q4 2018$7,086,000
+10.4%
66,703
+25.8%
0.02%
+27.8%
Q3 2018$6,418,000
+2.2%
53,020
-0.8%
0.02%
-5.3%
Q2 2018$6,282,000
+3.9%
53,471
+4.3%
0.02%0.0%
Q1 2018$6,049,000
-49.9%
51,270
-49.3%
0.02%
-50.0%
Q4 2017$12,079,000
+6.6%
101,190
-0.0%
0.04%
-2.6%
Q3 2017$11,336,000
-24.7%
101,207
-27.7%
0.04%
-30.4%
Q2 2017$15,058,000
+21.1%
140,004
+17.1%
0.06%
+16.7%
Q1 2017$12,432,000
+235.7%
119,549
+227.7%
0.05%
+200.0%
Q4 2016$3,703,000
-5.5%
36,486
-16.1%
0.02%
-11.1%
Q3 2016$3,919,000
+252.1%
43,478
+227.0%
0.02%
+80.0%
Q3 2014$1,113,000
-1.2%
13,298
-1.9%
0.01%0.0%
Q2 2014$1,127,000
+2.0%
13,558
+0.3%
0.01%
-9.1%
Q1 2014$1,105,00013,5200.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 134,702$11,386,0008.99%
First Citizens Financial Corp 62,303$5,266,0003.95%
HC Advisors, LLC 54,865$4,638,0002.94%
Stillwater Capital Advisors, LLC 210,117$17,761,0002.85%
ETFIDEA, LLC 76,938$6,503,5692.81%
BEAM WEALTH ADVISORS, INC. 27,753$2,346,0002.70%
Magnus Financial Group LLC 184,312$15,580,0002.60%
Sowa Financial Group, Inc. 43,724$3,696,0002.22%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 41,549$3,512,0002.08%
Somerset Group LLC 33,023$2,791,0002.00%
View complete list of ISHARES TR shareholders