FERGUSON WELLMAN CAPITAL MANAGEMENT, INC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 304 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$231,382
+0.2%
3,0950.0%0.01%
+20.0%
Q2 2023$230,918
-11.3%
3,095
-15.5%
0.01%
-28.6%
Q1 2023$260,444
+27200.2%
3,661
-71.0%
0.01%
-72.0%
Q4 2022$954
-99.6%
12,636
+296.1%
0.02%
+177.8%
Q1 2022$270,000
-2.5%
3,1900.0%0.01%
+12.5%
Q4 2021$277,000
+5.3%
3,1900.0%0.01%0.0%
Q3 2021$263,000
+1.5%
3,1900.0%0.01%0.0%
Q2 2021$259,000
+8.4%
3,1900.0%0.01%0.0%
Q1 2021$239,000
-23.6%
3,190
-32.0%
0.01%0.0%
Q4 2020$313,000
+17.7%
4,690
+100.0%
0.01%
+14.3%
Q3 2020$266,000
+3.1%
2,3450.0%0.01%
-12.5%
Q2 2020$258,000
+13.2%
2,3450.0%0.01%
-11.1%
Q1 2020$228,000
-29.4%
2,3450.0%0.01%
-10.0%
Q4 2019$323,000
+7.0%
2,3450.0%0.01%0.0%
Q3 2019$302,000
+2.0%
2,345
-0.6%
0.01%0.0%
Q2 2019$296,000
+3.9%
2,360
-2.1%
0.01%0.0%
Q1 2019$285,000
+10.9%
2,410
-0.3%
0.01%0.0%
Q4 2018$257,000
-12.6%
2,4170.0%0.01%0.0%
Q3 2018$294,000
+7.7%
2,417
+3.7%
0.01%0.0%
Q2 2018$273,000
-0.4%
2,3300.0%0.01%0.0%
Q1 2018$274,000
-1.4%
2,3300.0%0.01%0.0%
Q4 2017$278,000
+6.5%
2,3300.0%0.01%
+11.1%
Q3 2017$261,000
+4.0%
2,3300.0%0.01%0.0%
Q2 2017$251,000
+3.7%
2,3300.0%0.01%0.0%
Q1 2017$242,000
+2.5%
2,3300.0%0.01%
-10.0%
Q4 2016$236,000
+12.4%
2,3300.0%0.01%
+11.1%
Q3 2016$210,000
+5.0%
2,3300.0%0.01%
+12.5%
Q2 2016$200,000
-9.1%
2,330
-10.4%
0.01%
-11.1%
Q1 2016$220,000
-90.9%
2,600
-90.4%
0.01%
-90.9%
Q4 2015$2,405,000
+910.5%
27,210
+861.5%
0.10%
+800.0%
Q3 2015$238,000
-6.3%
2,8300.0%0.01%0.0%
Q2 2015$254,000
+0.8%
2,8300.0%0.01%
+10.0%
Q1 2015$252,000
-1.2%
2,8300.0%0.01%0.0%
Q4 2014$255,000
+7.6%
2,8300.0%0.01%0.0%
Q3 2014$237,000
+0.9%
2,8300.0%0.01%0.0%
Q2 2014$235,000
-6.7%
2,830
-8.1%
0.01%
-9.1%
Q1 2014$252,000
+2.0%
3,0800.0%0.01%0.0%
Q4 2013$247,000
+8.3%
3,080
-1.0%
0.01%0.0%
Q3 2013$228,000
-45.6%
3,110
-46.9%
0.01%
-65.6%
Q2 2013$419,0005,8600.03%
Other shareholders
ISHARES TR shareholders Q3 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