ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 277 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $689,000 | -91.2% | 5,000 | -94.4% | 0.08% | -94.4% |
| Q4 2015 | $7,866,000 | -1.6% | 89,000 | -6.3% | 1.34% | -11.5% |
| Q3 2015 | $7,990,000 | +154.5% | 95,000 | +171.4% | 1.51% | +203.4% |
| Q2 2015 | $3,140,000 | +107.4% | 35,000 | +105.9% | 0.50% | +99.6% |
| Q1 2015 | $1,514,000 | -1.2% | 17,000 | 0.0% | 0.25% | -7.8% |
| Q4 2014 | $1,533,000 | – | 17,000 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellett Wealth Advisors, LLC | 122,085 | $10,583,000 | 8.10% |
| First Citizens Financial Corp | 59,337 | $5,144,000 | 3.76% |
| HC Advisors, LLC | 56,984 | $4,940,000 | 3.03% |
| Paragon Wealth Strategies, LLC | 134,774 | $11,684,000 | 2.82% |
| Magnus Financial Group LLC | 171,216 | $14,843,000 | 2.82% |
| ETFIDEA, LLC | 76,600 | $6,640,454 | 2.67% |
| BEAM WEALTH ADVISORS, INC. | 26,175 | $2,269,000 | 2.60% |
| Stillwater Capital Advisors, LLC | 174,315 | $15,111,000 | 2.30% |
| GDS Wealth Management | 105,788 | $9,171,000 | 2.05% |
| Somerset Group LLC | 33,465 | $2,901,000 | 1.96% |