ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,587 | +0.2% | 3,285 | 0.0% | 0.29% | +4.7% |
| Q2 2023 | $245,094 | +4.9% | 3,285 | 0.0% | 0.27% | +2.6% |
| Q1 2023 | $233,695 | -5.7% | 3,285 | 0.0% | 0.27% | -11.3% |
| Q4 2022 | $247,919 | -10.8% | 3,285 | -20.1% | 0.30% | -13.5% |
| Q3 2022 | $278,000 | -3.5% | 4,110 | 0.0% | 0.35% | +6.7% |
| Q2 2022 | $288,000 | -28.7% | 4,110 | -14.1% | 0.33% | -15.3% |
| Q1 2022 | $404,000 | -2.7% | 4,785 | 0.0% | 0.38% | +7.5% |
| Q4 2021 | $415,000 | – | 4,785 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 59,051 | $4,786,000 | 3.62% |
| HC Advisors, LLC | 68,774 | $5,574,000 | 3.43% |
| Magnus Financial Group LLC | 153,112 | $12,410,000 | 2.70% |
| Stillwater Capital Advisors, LLC | 166,864 | $13,524,000 | 2.24% |
| Somerset Group LLC | 34,777 | $2,819,000 | 2.01% |
| Sowa Financial Group, Inc. | 31,519 | $2,555,000 | 1.89% |
| BEAM WEALTH ADVISORS, INC. | 25,057 | $2,031,000 | 1.75% |
| WJ Wealth Management, LLC | 5,393 | $437,000 | 1.35% |
| CIM, LLC | 97,948 | $8,234,000 | 1.34% |
| HCR Wealth Advisors | 94,314 | $7,644,000 | 1.33% |