ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 232 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,813 | -15.8% | 3,382 | -16.0% | 0.00% | 0.0% |
| Q2 2023 | $300,238 | +13.6% | 4,024 | +8.3% | 0.00% | 0.0% |
| Q1 2023 | $264,252 | -24.3% | 3,715 | -19.7% | 0.00% | -40.0% |
| Q4 2022 | $348,990 | +5.1% | 4,624 | -6.0% | 0.01% | 0.0% |
| Q3 2022 | $332,000 | +0.9% | 4,920 | +4.5% | 0.01% | 0.0% |
| Q2 2022 | $329,000 | -38.4% | 4,706 | -25.2% | 0.01% | -28.6% |
| Q1 2022 | $534,000 | +2.3% | 6,294 | +4.6% | 0.01% | -12.5% |
| Q4 2021 | $522,000 | -21.6% | 6,019 | -25.3% | 0.01% | -27.3% |
| Q3 2021 | $666,000 | +15.4% | 8,058 | +13.4% | 0.01% | +10.0% |
| Q2 2021 | $577,000 | +21.2% | 7,103 | +11.8% | 0.01% | 0.0% |
| Q1 2021 | $476,000 | -8.5% | 6,356 | -18.2% | 0.01% | -16.7% |
| Q4 2020 | $520,000 | -60.0% | 7,767 | -32.1% | 0.01% | -42.9% |
| Q3 2020 | $1,300,000 | +172.5% | 11,444 | +164.2% | 0.02% | +50.0% |
| Q2 2020 | $477,000 | +7.2% | 4,331 | -5.2% | 0.01% | +7.7% |
| Q1 2020 | $445,000 | +2.1% | 4,567 | +31.4% | 0.01% | -31.6% |
| Q2 2019 | $436,000 | -3.1% | 3,475 | -8.9% | 0.02% | -20.8% |
| Q1 2019 | $450,000 | +7.1% | 3,813 | -3.3% | 0.02% | -66.2% |
| Q4 2018 | $420,000 | – | 3,944 | – | 0.07% | – |
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% |