ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 136 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.80 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $11,141,000 | -2.7% | 133,072 | -3.4% | 0.01% | -11.1% |
| Q2 2014 | $11,456,000 | +1.4% | 137,793 | -0.3% | 0.01% | -10.0% |
| Q1 2014 | $11,297,000 | -10.9% | 138,171 | -12.7% | 0.01% | -16.7% |
| Q4 2013 | $12,680,000 | -65.9% | 158,188 | -68.9% | 0.01% | -68.4% |
| Q3 2013 | $37,224,000 | +8.0% | 507,964 | +5.4% | 0.04% | -7.3% |
| Q2 2013 | $34,457,000 | – | 481,717 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 71,300 | $5,330,388 | 3.76% |
| HC Advisors, LLC | 61,287 | $4,581,816 | 2.72% |
| ETFIDEA, LLC | 84,252 | $6,298,670 | 2.68% |
| Somerset Group LLC | 28,574 | $2,136,192 | 2.01% |
| Magnus Financial Group LLC | 172,772 | $12,916,461 | 1.88% |
| GDS Wealth Management | 151,485 | $11,325,019 | 1.78% |
| Vahanian & Associates Financial Planning Inc. | 5,735 | $428,749 | 1.38% |
| DAGCO, INC. | 6,559 | $2,554,795 | 1.32% |
| Navis Wealth Advisors, LLC | 10,999 | $822,285 | 1.19% |
| AFT, FORSYTH & COMPANY, INC. | 18,771 | $1,403,343 | 1.03% |