ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 130 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $203,460 | -5.7% | 2,860 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $215,844 | +7.9% | 2,860 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $200,000 | -17.4% | 2,860 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $242,000 | -2.4% | 2,860 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $248,000 | +5.1% | 2,860 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $236,000 | +1.7% | 2,860 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $232,000 | +8.4% | 2,860 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $214,000 | -15.7% | 2,860 | +27.7% | 0.00% | -20.0% |
| Q3 2020 | $254,000 | +2.8% | 2,240 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $247,000 | +13.3% | 2,240 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $218,000 | -32.3% | 2,240 | -4.3% | 0.01% | -16.7% |
| Q4 2019 | $322,000 | +11.8% | 2,340 | +4.5% | 0.01% | 0.0% |
| Q3 2019 | $288,000 | +2.5% | 2,240 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $281,000 | +6.0% | 2,240 | 0.0% | 0.01% | +20.0% |
| Q1 2019 | $265,000 | +11.3% | 2,240 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $238,000 | -12.5% | 2,240 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $272,000 | +3.4% | 2,240 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $263,000 | -0.4% | 2,240 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $264,000 | -1.5% | 2,240 | 0.0% | 0.01% | +20.0% |
| Q4 2017 | $268,000 | +6.8% | 2,240 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $251,000 | +4.1% | 2,240 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $241,000 | +3.4% | 2,240 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $233,000 | +2.6% | 2,240 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $227,000 | +12.4% | 2,240 | 0.0% | 0.01% | +20.0% |
| Q3 2016 | $202,000 | +0.5% | 2,240 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $201,000 | -0.5% | 2,240 | 0.0% | 0.01% | +25.0% |
| Q4 2014 | $202,000 | +12.2% | 2,240 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $180,000 | – | 2,240 | – | 0.00% | – |
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% |