ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 198 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.13 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $694,000 | +11.8% | 6,837 | -0.8% | 0.03% | +15.4% |
| Q3 2016 | $621,000 | -0.5% | 6,895 | -5.1% | 0.03% | 0.0% |
| Q2 2016 | $624,000 | -20.4% | 7,262 | -21.6% | 0.03% | -13.3% |
| Q1 2016 | $784,000 | +38.0% | 9,263 | +44.1% | 0.03% | +66.7% |
| Q4 2015 | $568,000 | +86.2% | 6,429 | +77.5% | 0.02% | +100.0% |
| Q3 2015 | $305,000 | +89.4% | 3,622 | -69.4% | 0.01% | +125.0% |
| Q2 2015 | $161,000 | -87.4% | 11,821 | -17.5% | 0.00% | -84.6% |
| Q1 2015 | $1,275,000 | -30.1% | 14,320 | -29.2% | 0.03% | -29.7% |
| Q4 2014 | $1,824,000 | +16.4% | 20,217 | +8.0% | 0.04% | +15.6% |
| Q3 2014 | $1,567,000 | +54.4% | 18,714 | +53.2% | 0.03% | +77.8% |
| Q2 2014 | $1,015,000 | +13.3% | 12,212 | +11.4% | 0.02% | +20.0% |
| Q1 2014 | $896,000 | -3.2% | 10,959 | -5.2% | 0.02% | -6.2% |
| Q4 2013 | $926,000 | +24.5% | 11,557 | +13.8% | 0.02% | +14.3% |
| Q3 2013 | $744,000 | -7.9% | 10,154 | -10.1% | 0.01% | -12.5% |
| Q2 2013 | $808,000 | – | 11,301 | – | 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% |