ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 99 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $41,616,000 | +2175.3% | 461,387 | +2013.4% | 0.74% | +2061.8% |
| Q3 2014 | $1,829,000 | +42.1% | 21,832 | +40.9% | 0.03% | +47.8% |
| Q2 2014 | $1,287,000 | -31.1% | 15,490 | -32.1% | 0.02% | -36.1% |
| Q1 2014 | $1,869,000 | -40.0% | 22,826 | -41.3% | 0.04% | -29.4% |
| Q4 2013 | $3,116,000 | +12.2% | 38,859 | +2.6% | 0.05% | -3.8% |
| Q3 2013 | $2,777,000 | -9.5% | 37,869 | -11.7% | 0.05% | -19.7% |
| Q2 2013 | $3,067,000 | – | 42,875 | – | 0.07% | – |
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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% |