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 2019 | $568,000 | +6.2% | 4,525 | 0.0% | 0.65% | +5.0% |
| Q1 2019 | $535,000 | +11.2% | 4,525 | 0.0% | 0.62% | +4.0% |
| Q4 2018 | $481,000 | -12.5% | 4,525 | 0.0% | 0.59% | +3.3% |
| Q3 2018 | $550,000 | +3.8% | 4,525 | 0.0% | 0.58% | -1.5% |
| Q2 2018 | $530,000 | +3.9% | 4,525 | +4.6% | 0.58% | +0.3% |
| Q1 2018 | $510,000 | +15.4% | 4,325 | +16.9% | 0.58% | -11.0% |
| Q4 2017 | $442,000 | +6.5% | 3,700 | 0.0% | 0.65% | +0.6% |
| Q3 2017 | $415,000 | +4.3% | 3,700 | 0.0% | 0.65% | -0.3% |
| Q2 2017 | $398,000 | +3.4% | 3,700 | 0.0% | 0.65% | +4.3% |
| Q1 2017 | $385,000 | +20.7% | 3,700 | +17.6% | 0.62% | +39.8% |
| Q4 2016 | $319,000 | +18.1% | 3,145 | 0.0% | 0.45% | +21.5% |
| Q2 2016 | $270,000 | +1.5% | 3,145 | 0.0% | 0.37% | +0.3% |
| Q1 2016 | $266,000 | -4.3% | 3,145 | 0.0% | 0.37% | -3.2% |
| Q4 2015 | $278,000 | +18.3% | 3,145 | +12.5% | 0.38% | +25.1% |
| Q3 2015 | $235,000 | – | 2,795 | – | 0.30% | – |
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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% |