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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,856,000 | +7.5% | 15,711 | -3.2% | 0.29% | -2.0% |
| Q4 2018 | $1,726,000 | +584.9% | 16,227 | +682.4% | 0.30% | +722.2% |
| Q3 2018 | $252,000 | +3.7% | 2,074 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $243,000 | -70.1% | 2,074 | -70.0% | 0.04% | -70.0% |
| Q1 2018 | $814,000 | -3.4% | 6,909 | -2.1% | 0.12% | -0.8% |
| Q4 2017 | $843,000 | +6.4% | 7,060 | 0.0% | 0.12% | +4.3% |
| Q3 2017 | $792,000 | -9.1% | 7,060 | -12.8% | 0.12% | -12.8% |
| Q2 2017 | $871,000 | +2.1% | 8,099 | -1.2% | 0.13% | -1.5% |
| Q1 2017 | $853,000 | +2.5% | 8,199 | 0.0% | 0.14% | -3.6% |
| Q4 2016 | $832,000 | – | 8,199 | – | 0.14% | – |
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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% |