ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 224 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $786,475 | +0.2% | 10,520 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $784,897 | -5.9% | 10,520 | -10.2% | 0.01% | -14.3% |
| Q1 2023 | $833,760 | -8.1% | 11,720 | -2.5% | 0.01% | 0.0% |
| Q4 2022 | $907,149 | +11.7% | 12,020 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $812,000 | -3.4% | 12,020 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $841,000 | -17.2% | 12,020 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $1,016,000 | -2.5% | 12,020 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $1,042,000 | +4.9% | 12,020 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $993,000 | +2.0% | 12,020 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $974,000 | +8.2% | 12,020 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $900,000 | +14.9% | 12,020 | +2.6% | 0.01% | +16.7% |
| Q4 2020 | $783,000 | +17.7% | 11,720 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $665,000 | +3.1% | 5,860 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $645,000 | +11.4% | 5,860 | -1.7% | 0.01% | -14.3% |
| Q1 2020 | $579,000 | -29.5% | 5,960 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $821,000 | +6.9% | 5,960 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $768,000 | +2.5% | 5,960 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $749,000 | +6.4% | 5,960 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $704,000 | +11.4% | 5,960 | +0.4% | 0.01% | 0.0% |
| Q4 2018 | $632,000 | -4.2% | 5,935 | +9.2% | 0.01% | 0.0% |
| Q3 2018 | $660,000 | – | 5,435 | – | 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% |