BANK OF MONTREAL /CAN/ - 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
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,883,228
+5.5%
49,664
+1.1%
0.00%0.0%
Q2 2023$3,680,811
+0.5%
49,143
+1.4%
0.00%
-50.0%
Q4 2022$3,663,773
-22.1%
48,469
-23.9%
0.00%0.0%
Q3 2022$4,701,000
+68.0%
63,709
+63.6%
0.00%
+100.0%
Q2 2022$2,799,000
-11.6%
38,949
+6.6%
0.00%
-50.0%
Q1 2022$3,168,000
+18.1%
36,534
+18.4%
0.00%
+100.0%
Q4 2021$2,683,000
-71.9%
30,845
-72.5%
0.00%
-75.0%
Q3 2021$9,550,000
+19.1%
112,354
+13.7%
0.00%0.0%
Q2 2021$8,019,000
-83.1%
98,853
-84.0%
0.00%
-87.1%
Q1 2021$47,471,000
+1858.4%
618,274
+1645.6%
0.03%
+1450.0%
Q4 2020$2,424,000
+1.5%
35,419
+71.9%
0.00%0.0%
Q3 2020$2,388,000
-6.5%
20,602
-12.8%
0.00%0.0%
Q2 2020$2,554,000
+13.1%
23,623
-2.4%
0.00%
-33.3%
Q1 2020$2,258,000
-56.4%
24,195
-35.6%
0.00%
-25.0%
Q4 2019$5,178,000
-0.8%
37,582
-7.3%
0.00%
-20.0%
Q3 2019$5,220,000
-28.0%
40,550
-29.8%
0.01%
-16.7%
Q2 2019$7,252,000
+2.1%
57,734
-4.0%
0.01%0.0%
Q1 2019$7,104,000
-7.1%
60,143
-16.3%
0.01%
-14.3%
Q4 2018$7,645,000
+44.9%
71,875
+65.5%
0.01%
+75.0%
Q3 2018$5,277,000
-2.0%
43,438
-5.4%
0.00%0.0%
Q2 2018$5,382,000
-94.5%
45,920
-94.4%
0.00%
-95.4%
Q1 2018$97,324,000
+2476.1%
826,113
+2511.2%
0.09%
+2800.0%
Q4 2017$3,778,000
+14.8%
31,637
+7.8%
0.00%0.0%
Q3 2017$3,292,000
+28.8%
29,356
+23.5%
0.00%
+50.0%
Q2 2017$2,556,000
+5.8%
23,777
+2.3%
0.00%0.0%
Q1 2017$2,417,000
+56.0%
23,232
+47.4%
0.00%0.0%
Q4 2016$1,549,000
+187.4%
15,765
+163.5%
0.00%
+100.0%
Q3 2016$539,000
-25.9%
5,982
-29.2%
0.00%0.0%
Q2 2016$727,000
-7.3%
8,448
-8.8%
0.00%0.0%
Q1 2016$784,000
-46.8%
9,265
-44.5%
0.00%
-50.0%
Q4 2015$1,474,000
+223.2%
16,682
+208.4%
0.00%
+100.0%
Q3 2015$456,000
-73.5%
5,410
-71.8%
0.00%
-50.0%
Q2 2015$1,722,000
+5.4%
19,186
+4.5%
0.00%0.0%
Q1 2015$1,634,000
-7.7%
18,353
-6.6%
0.00%0.0%
Q4 2014$1,771,000
+304.3%
19,640
+274.7%
0.00%
Q3 2014$438,000
-6.8%
5,242
-7.4%
0.00%
-100.0%
Q2 2014$470,000
+0.4%
5,662
-1.2%
0.00%0.0%
Q1 2014$468,000
-45.8%
5,730
-46.8%
0.00%0.0%
Q4 2013$864,000
+13.4%
10,775
+3.5%
0.00%0.0%
Q3 2013$762,000
+0.3%
10,410
-2.0%
0.00%0.0%
Q2 2013$760,00010,6200.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders