ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $257,548 | -2.7% | 3,445 | -2.9% | 0.00% | 0.0% |
Q2 2023 | $264,716 | +1.4% | 3,548 | -3.3% | 0.00% | 0.0% |
Q1 2023 | $260,942 | -10.5% | 3,668 | -5.1% | 0.00% | 0.0% |
Q4 2022 | $291,620 | +9.2% | 3,864 | -2.2% | 0.00% | 0.0% |
Q3 2022 | $267,000 | -1.1% | 3,952 | +2.5% | 0.00% | 0.0% |
Q2 2022 | $270,000 | -25.2% | 3,855 | -9.8% | 0.00% | -25.0% |
Q1 2022 | $361,000 | -13.8% | 4,272 | -11.6% | 0.00% | 0.0% |
Q4 2021 | $419,000 | +2.2% | 4,835 | -2.7% | 0.00% | -20.0% |
Q3 2021 | $410,000 | +1.7% | 4,969 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $403,000 | +3.1% | 4,969 | -4.8% | 0.01% | 0.0% |
Q1 2021 | $391,000 | -30.3% | 5,222 | +13.0% | 0.01% | -50.0% |
Q3 2018 | $561,000 | +0.9% | 4,621 | -2.5% | 0.01% | -9.1% |
Q2 2018 | $556,000 | -2.5% | 4,740 | -2.0% | 0.01% | -8.3% |
Q1 2018 | $570,000 | -7.3% | 4,835 | -6.2% | 0.01% | -7.7% |
Q4 2017 | $615,000 | +28.7% | 5,153 | +20.7% | 0.01% | +44.4% |
Q3 2017 | $478,000 | +10.1% | 4,270 | +5.6% | 0.01% | -10.0% |
Q2 2017 | $434,000 | -12.7% | 4,045 | -15.5% | 0.01% | -16.7% |
Q1 2017 | $497,000 | +10.0% | 4,786 | +7.1% | 0.01% | +20.0% |
Q4 2016 | $452,000 | +352.0% | 4,467 | +298.8% | 0.01% | +400.0% |
Q3 2016 | $100,000 | +316.7% | 1,120 | +281.0% | 0.00% | +100.0% |
Q2 2016 | $24,000 | -20.0% | 294 | -20.8% | 0.00% | 0.0% |
Q1 2016 | $30,000 | +275.0% | 371 | +271.0% | 0.00% | – |
Q4 2015 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q3 2015 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q2 2015 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q1 2015 | $8,000 | -99.8% | 100 | -99.7% | 0.00% | -100.0% |
Q4 2014 | $3,250,000 | +40525.0% | 36,036 | +35936.0% | 0.11% | – |
Q3 2014 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q2 2014 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q1 2014 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q4 2013 | $8,000 | – | 100 | – | 0.00% | – |
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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% |