MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 274 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$375,0000.0%4,544
-1.7%
0.02%0.0%
Q2 2021$375,000
+45.3%
4,624
+34.1%
0.02%
+31.6%
Q1 2021$258,000
+3.6%
3,447
+78.0%
0.02%
-29.6%
Q3 2019$249,000
-68.0%
1,936
-68.7%
0.03%
-66.7%
Q2 2019$777,000
+3.9%
6,183
-2.3%
0.08%
-1.2%
Q1 2019$748,000
+9.0%
6,330
-1.8%
0.08%
-3.5%
Q4 2018$686,0006,4460.08%
Other shareholders
ISHARES TR shareholders Q1 2021
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