ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 151 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.60 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $3,811,000 | -1.0% | 37,000 | 0.0% | 0.01% | -7.7% |
| Q1 2017 | $3,850,000 | -90.9% | 37,000 | -91.1% | 0.01% | -91.7% |
| Q4 2016 | $42,309,000 | +12.7% | 417,000 | 0.0% | 0.16% | +11.3% |
| Q3 2016 | $37,530,000 | -40.8% | 417,000 | -41.6% | 0.14% | -43.1% |
| Q2 2016 | $63,446,000 | +114.3% | 714,000 | +113.1% | 0.25% | +98.4% |
| Q4 2015 | $29,607,000 | -22.2% | 335,000 | -18.3% | 0.12% | -19.4% |
| Q2 2015 | $38,073,000 | +406.2% | 410,000 | +345.7% | 0.16% | +307.9% |
| Q1 2014 | $7,522,000 | – | 92,000 | – | 0.04% | – |
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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% |