ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 229 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.70 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $895,556 | +0.1% | 11,979 | -0.1% | 0.04% | +8.3% |
| Q2 2023 | $894,526 | +5.1% | 11,989 | +0.2% | 0.04% | +5.9% |
| Q1 2023 | $851,399 | +89804.9% | 11,968 | -4.6% | 0.03% | -17.1% |
| Q4 2022 | $947 | -99.9% | 12,542 | +0.5% | 0.04% | +5.1% |
| Q3 2022 | $843,000 | -23.2% | 12,484 | -20.4% | 0.04% | -18.8% |
| Q2 2022 | $1,097,000 | -18.7% | 15,678 | -1.8% | 0.05% | -2.0% |
| Q1 2022 | $1,350,000 | -3.8% | 15,966 | -1.4% | 0.05% | 0.0% |
| Q4 2021 | $1,403,000 | +5.6% | 16,185 | +0.5% | 0.05% | -7.5% |
| Q3 2021 | $1,329,000 | +1.8% | 16,104 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $1,305,000 | +8.7% | 16,104 | +0.4% | 0.05% | 0.0% |
| Q1 2021 | $1,201,000 | +11.1% | 16,040 | -0.9% | 0.05% | +1.9% |
| Q4 2020 | $1,081,000 | +17.9% | 16,190 | +100.4% | 0.05% | +2.0% |
| Q3 2020 | $917,000 | +3.4% | 8,077 | +0.3% | 0.05% | +2.0% |
| Q2 2020 | $887,000 | +14.2% | 8,049 | +0.8% | 0.05% | -3.8% |
| Q1 2020 | $777,000 | -51.4% | 7,989 | -31.2% | 0.05% | -40.2% |
| Q4 2019 | $1,600,000 | +4.8% | 11,610 | -2.1% | 0.09% | -2.2% |
| Q3 2019 | $1,526,000 | +2.5% | 11,856 | 0.0% | 0.09% | 0.0% |
| Q2 2019 | $1,489,000 | +6.5% | 11,856 | +0.2% | 0.09% | -1.1% |
| Q1 2019 | $1,398,000 | +11.3% | 11,833 | +0.2% | 0.09% | +8.4% |
| Q4 2018 | $1,256,000 | -12.0% | 11,807 | +0.4% | 0.08% | +1.2% |
| Q3 2018 | $1,428,000 | +3.9% | 11,756 | +0.2% | 0.08% | -3.5% |
| Q2 2018 | $1,375,000 | -50.3% | 11,733 | -50.0% | 0.08% | +1.2% |
| Q1 2018 | $2,764,000 | +97.6% | 23,466 | +100.3% | 0.08% | +2.4% |
| Q4 2017 | $1,399,000 | +6.9% | 11,714 | +0.4% | 0.08% | +2.5% |
| Q3 2017 | $1,309,000 | +4.5% | 11,672 | +0.2% | 0.08% | +1.3% |
| Q2 2017 | $1,253,000 | +3.4% | 11,652 | 0.0% | 0.08% | +2.6% |
| Q1 2017 | $1,212,000 | +1.8% | 11,652 | -0.7% | 0.08% | -3.8% |
| Q4 2016 | $1,191,000 | +13.3% | 11,734 | +0.5% | 0.08% | +11.1% |
| Q3 2016 | $1,051,000 | +4.5% | 11,677 | -0.3% | 0.07% | +2.9% |
| Q2 2016 | $1,006,000 | +0.3% | 11,707 | -1.2% | 0.07% | -5.4% |
| Q1 2016 | $1,003,000 | -3.9% | 11,850 | +0.3% | 0.07% | -9.8% |
| Q4 2015 | $1,044,000 | -6.9% | 11,817 | -11.3% | 0.08% | -11.8% |
| Q3 2015 | $1,121,000 | -6.2% | 13,328 | +0.1% | 0.09% | -2.1% |
| Q2 2015 | $1,195,000 | -4.1% | 13,319 | -4.8% | 0.10% | -5.0% |
| Q1 2015 | $1,246,000 | -1.2% | 13,996 | +0.1% | 0.10% | -5.7% |
| Q4 2014 | $1,261,000 | +20.2% | 13,984 | +11.6% | 0.11% | +10.4% |
| Q3 2014 | $1,049,000 | +0.8% | 12,527 | +0.1% | 0.10% | -1.0% |
| Q2 2014 | $1,041,000 | +2.4% | 12,518 | +0.7% | 0.10% | -7.6% |
| Q1 2014 | $1,017,000 | +2.0% | 12,433 | 0.0% | 0.10% | -2.8% |
| Q4 2013 | $997,000 | +9.4% | 12,433 | 0.0% | 0.11% | -0.9% |
| Q3 2013 | $911,000 | +2.5% | 12,433 | 0.0% | 0.11% | +1.9% |
| Q2 2013 | $889,000 | – | 12,433 | – | 0.11% | – |
Download | ||||||
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% |