ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,498 | +0.2% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $78,340 | +4.9% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $74,686 | -5.8% | 1,050 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $79,243 | +11.6% | 1,050 | 0.0% | 0.00% | +100.0% |
| Q3 2022 | $71,000 | -2.7% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $73,000 | -18.0% | 1,050 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $89,000 | -2.2% | 1,050 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $91,000 | +4.6% | 1,050 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $87,000 | +2.4% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $85,000 | +7.6% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $79,000 | +12.9% | 1,050 | 0.0% | 0.00% | +100.0% |
| Q4 2020 | $70,000 | -31.4% | 1,050 | +16.7% | 0.00% | -50.0% |
| Q3 2020 | $102,000 | +3.0% | 900 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $99,000 | +5.3% | 900 | -7.1% | 0.00% | 0.0% |
| Q1 2020 | $94,000 | -29.9% | 969 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $134,000 | +7.2% | 969 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $125,000 | +2.5% | 969 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $122,000 | +7.0% | 969 | 0.0% | 0.00% | +33.3% |
| Q1 2019 | $114,000 | -84.3% | 969 | -85.8% | 0.00% | -88.0% |
| Q4 2018 | $725,000 | +565.1% | 6,820 | +657.8% | 0.02% | +733.3% |
| Q3 2018 | $109,000 | +3.8% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $105,000 | -0.9% | 900 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $106,000 | -6.2% | 900 | -4.9% | 0.00% | 0.0% |
| Q4 2017 | $113,000 | +6.6% | 946 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $106,000 | +3.9% | 946 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $102,000 | +4.1% | 946 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $98,000 | +2.1% | 946 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $96,000 | +12.9% | 946 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $85,000 | +4.9% | 946 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $81,000 | -54.7% | 946 | -55.2% | 0.00% | -50.0% |
| Q1 2016 | $179,000 | -43.7% | 2,110 | -41.4% | 0.01% | -42.9% |
| Q4 2015 | $318,000 | +79.7% | 3,601 | +70.7% | 0.01% | +55.6% |
| Q3 2015 | $177,000 | -6.3% | 2,110 | 0.0% | 0.01% | +12.5% |
| Q2 2015 | $189,000 | +0.5% | 2,110 | 0.0% | 0.01% | -11.1% |
| Q1 2015 | $188,000 | -1.1% | 2,110 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $190,000 | +7.3% | 2,110 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $177,000 | +1.1% | 2,110 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $175,000 | +1.2% | 2,110 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $173,000 | +2.4% | 2,110 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $169,000 | -26.5% | 2,110 | -32.7% | 0.01% | -25.0% |
| Q3 2013 | $230,000 | +2.7% | 3,135 | 0.0% | 0.01% | -7.7% |
| Q2 2013 | $224,000 | – | 3,135 | – | 0.01% | – |
Download | ||||||
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% |