ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 197 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $29,000 | 0.0% | 250 | 0.0% | 0.07% | -9.2% |
| Q1 2018 | $29,000 | -3.3% | 250 | 0.0% | 0.08% | +7.0% |
| Q4 2017 | $30,000 | +7.1% | 250 | 0.0% | 0.07% | +42.0% |
| Q3 2017 | $28,000 | +3.7% | 250 | 0.0% | 0.05% | +16.3% |
| Q2 2017 | $27,000 | +3.8% | 250 | 0.0% | 0.04% | +16.2% |
| Q1 2017 | $26,000 | +4.0% | 250 | 0.0% | 0.04% | -9.8% |
| Q4 2016 | $25,000 | +8.7% | 250 | 0.0% | 0.04% | +2.5% |
| Q3 2016 | $23,000 | +9.5% | 250 | 0.0% | 0.04% | +17.6% |
| Q2 2016 | $21,000 | 0.0% | 250 | 0.0% | 0.03% | +9.7% |
| Q1 2016 | $21,000 | -4.5% | 250 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $22,000 | +4.8% | 250 | 0.0% | 0.03% | +6.9% |
| Q3 2015 | $21,000 | -4.5% | 250 | 0.0% | 0.03% | +16.0% |
| Q2 2015 | $22,000 | 0.0% | 250 | 0.0% | 0.02% | -3.8% |
| Q1 2015 | $22,000 | +57.1% | 250 | +66.7% | 0.03% | +62.5% |
| Q4 2014 | $14,000 | +7.7% | 150 | 0.0% | 0.02% | -5.9% |
| Q3 2014 | $13,000 | – | 150 | – | 0.02% | – |
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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% |