ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 287 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,345,000 | -28.2% | 218,646 | -28.3% | 0.00% | -33.3% |
| Q2 2023 | $22,751,000 | -13.0% | 304,919 | -17.0% | 0.01% | -14.3% |
| Q1 2023 | $26,147,000 | -12.5% | 367,547 | -7.2% | 0.01% | -22.2% |
| Q4 2022 | $29,887,000 | +8.7% | 396,008 | -2.7% | 0.01% | 0.0% |
| Q3 2022 | $27,503,000 | +0.5% | 407,156 | +4.1% | 0.01% | +12.5% |
| Q2 2022 | $27,367,000 | -13.8% | 391,058 | +4.1% | 0.01% | 0.0% |
| Q1 2022 | $31,758,000 | -14.9% | 375,730 | -12.7% | 0.01% | -11.1% |
| Q4 2021 | $37,314,000 | +18.0% | 430,422 | +12.4% | 0.01% | +12.5% |
| Q3 2021 | $31,612,000 | -50.2% | 382,953 | -51.1% | 0.01% | -52.9% |
| Q2 2021 | $63,471,000 | +213.6% | 783,107 | +189.7% | 0.02% | +183.3% |
| Q1 2021 | $20,238,000 | +38.5% | 270,325 | +23.5% | 0.01% | +50.0% |
| Q4 2020 | $14,611,000 | +31.2% | 218,817 | +123.0% | 0.00% | 0.0% |
| Q3 2020 | $11,133,000 | -19.0% | 98,123 | -21.4% | 0.00% | -20.0% |
| Q2 2020 | $13,749,000 | -11.9% | 124,827 | -22.2% | 0.01% | -37.5% |
| Q1 2020 | $15,612,000 | -27.6% | 160,475 | +2.5% | 0.01% | 0.0% |
| Q4 2019 | $21,576,000 | -11.6% | 156,594 | -17.4% | 0.01% | -20.0% |
| Q3 2019 | $24,400,000 | +17.9% | 189,545 | +15.0% | 0.01% | +25.0% |
| Q2 2019 | $20,696,000 | -0.0% | 164,780 | -6.0% | 0.01% | -11.1% |
| Q1 2019 | $20,700,000 | -3.6% | 175,238 | -13.2% | 0.01% | -10.0% |
| Q4 2018 | $21,465,000 | -11.5% | 201,796 | +1.1% | 0.01% | 0.0% |
| Q3 2018 | $24,251,000 | -1.5% | 199,646 | -5.0% | 0.01% | -9.1% |
| Q2 2018 | $24,628,000 | +5.1% | 210,159 | +5.6% | 0.01% | 0.0% |
| Q1 2018 | $23,441,000 | +14.9% | 198,994 | +16.5% | 0.01% | +22.2% |
| Q4 2017 | $20,397,000 | +7.8% | 170,773 | +1.2% | 0.01% | 0.0% |
| Q3 2017 | $18,919,000 | +7.5% | 168,737 | +3.1% | 0.01% | 0.0% |
| Q2 2017 | $17,598,000 | -11.6% | 163,661 | -14.5% | 0.01% | -18.2% |
| Q1 2017 | $19,909,000 | -2.5% | 191,342 | -5.0% | 0.01% | 0.0% |
| Q4 2016 | $20,428,000 | +21.8% | 201,342 | +8.0% | 0.01% | +22.2% |
| Q3 2016 | $16,772,000 | +15.6% | 186,346 | +10.4% | 0.01% | 0.0% |
| Q2 2016 | $14,510,000 | -7.6% | 168,832 | -9.0% | 0.01% | -10.0% |
| Q1 2016 | $15,704,000 | -19.3% | 185,624 | -15.7% | 0.01% | -23.1% |
| Q4 2015 | $19,451,000 | +16.4% | 220,068 | +10.8% | 0.01% | 0.0% |
| Q3 2015 | $16,712,000 | -17.6% | 198,694 | -12.1% | 0.01% | -7.1% |
| Q2 2015 | $20,289,000 | +25.5% | 226,091 | +24.5% | 0.01% | +27.3% |
| Q1 2015 | $16,170,000 | +3.7% | 181,597 | +5.1% | 0.01% | +10.0% |
| Q4 2014 | $15,589,000 | +14.4% | 172,820 | +6.2% | 0.01% | +11.1% |
| Q3 2014 | $13,629,000 | +5.9% | 162,794 | +5.2% | 0.01% | 0.0% |
| Q2 2014 | $12,866,000 | +2.4% | 154,747 | +0.7% | 0.01% | 0.0% |
| Q1 2014 | $12,559,000 | -19.9% | 153,604 | -21.5% | 0.01% | -18.2% |
| Q4 2013 | $15,687,000 | +18.4% | 195,693 | +8.2% | 0.01% | +10.0% |
| Q3 2013 | $13,250,000 | +61.6% | 180,816 | +57.7% | 0.01% | +42.9% |
| Q2 2013 | $8,197,000 | – | 114,623 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellett Wealth Advisors, LLC | 134,702 | $11,386,000 | 8.99% |
| First Citizens Financial Corp | 62,303 | $5,266,000 | 3.95% |
| HC Advisors, LLC | 54,865 | $4,638,000 | 2.94% |
| Stillwater Capital Advisors, LLC | 210,117 | $17,761,000 | 2.85% |
| ETFIDEA, LLC | 76,938 | $6,503,569 | 2.81% |
| BEAM WEALTH ADVISORS, INC. | 27,753 | $2,346,000 | 2.70% |
| Magnus Financial Group LLC | 184,312 | $15,580,000 | 2.60% |
| Sowa Financial Group, Inc. | 43,724 | $3,696,000 | 2.22% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 41,549 | $3,512,000 | 2.08% |
| Somerset Group LLC | 33,023 | $2,791,000 | 2.00% |