ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 219 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,851,000 | +0.7% | 28,502 | -4.1% | 0.02% | -7.7% |
| Q3 2019 | $3,826,000 | +40.5% | 29,726 | +37.1% | 0.03% | +30.0% |
| Q2 2019 | $2,724,000 | +3.9% | 21,678 | -2.3% | 0.02% | 0.0% |
| Q1 2019 | $2,622,000 | +2.6% | 22,190 | -7.6% | 0.02% | -13.0% |
| Q4 2018 | $2,555,000 | -11.5% | 24,006 | +0.9% | 0.02% | -4.2% |
| Q3 2018 | $2,888,000 | -40.2% | 23,782 | -42.0% | 0.02% | -46.7% |
| Q2 2018 | $4,832,000 | 0.0% | 41,025 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $4,832,000 | -13.7% | 41,025 | -12.5% | 0.04% | -15.1% |
| Q4 2017 | $5,601,000 | +158.8% | 46,900 | +143.0% | 0.05% | +130.4% |
| Q3 2017 | $2,164,000 | -4.1% | 19,304 | -8.2% | 0.02% | -14.8% |
| Q2 2017 | $2,257,000 | -47.7% | 21,026 | -49.7% | 0.03% | -50.9% |
| Q1 2017 | $4,316,000 | +15.8% | 41,829 | +12.5% | 0.06% | +5.8% |
| Q4 2016 | $3,726,000 | +36.7% | 37,173 | +23.0% | 0.05% | +26.8% |
| Q3 2016 | $2,726,000 | +319.4% | 30,222 | +301.1% | 0.04% | +310.0% |
| Q2 2016 | $650,000 | +9.8% | 7,535 | +5.4% | 0.01% | 0.0% |
| Q1 2016 | $592,000 | -69.4% | 7,150 | -67.3% | 0.01% | -72.2% |
| Q4 2015 | $1,934,000 | -27.1% | 21,864 | -30.0% | 0.04% | -34.5% |
| Q3 2015 | $2,654,000 | -29.4% | 31,250 | -25.4% | 0.06% | -21.4% |
| Q2 2015 | $3,761,000 | +181.5% | 41,909 | +179.4% | 0.07% | +169.2% |
| Q1 2015 | $1,336,000 | -59.6% | 14,998 | -59.2% | 0.03% | -64.4% |
| Q4 2014 | $3,306,000 | -73.3% | 36,729 | -75.1% | 0.07% | -78.3% |
| Q3 2014 | $12,359,000 | -37.1% | 147,677 | -37.5% | 0.34% | -37.4% |
| Q2 2014 | $19,634,000 | -20.3% | 236,165 | -21.7% | 0.54% | -25.2% |
| Q1 2014 | $24,647,000 | +29.4% | 301,457 | +26.9% | 0.72% | +22.5% |
| Q4 2013 | $19,040,000 | +30.1% | 237,511 | +18.9% | 0.59% | +18.3% |
| Q3 2013 | $14,634,000 | +97.4% | 199,696 | +92.7% | 0.50% | +87.2% |
| Q2 2013 | $7,415,000 | – | 103,655 | – | 0.26% | – |
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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% |