ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 163 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $20,271,000 | +6.6% | 199,792 | -5.4% | 0.02% | 0.0% |
| Q3 2016 | $19,008,000 | -0.8% | 211,202 | -5.2% | 0.02% | -4.2% |
| Q2 2016 | $19,153,000 | -11.1% | 222,862 | -12.5% | 0.02% | -14.3% |
| Q1 2016 | $21,556,000 | -10.3% | 254,802 | -6.3% | 0.03% | -9.7% |
| Q4 2015 | $24,043,000 | +5.1% | 272,042 | +0.1% | 0.03% | 0.0% |
| Q3 2015 | $22,869,000 | -10.5% | 271,895 | -4.5% | 0.03% | -3.1% |
| Q2 2015 | $25,541,000 | -39.3% | 284,616 | -39.8% | 0.03% | -41.8% |
| Q1 2015 | $42,078,000 | +54.9% | 472,516 | +56.9% | 0.06% | +52.8% |
| Q4 2014 | $27,162,000 | +7.9% | 301,131 | +0.2% | 0.04% | +2.9% |
| Q3 2014 | $25,169,000 | -74.0% | 300,638 | -74.2% | 0.04% | -73.1% |
| Q2 2014 | $96,962,000 | – | 1,166,253 | – | 0.13% | – |
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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% |