ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 190 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $743,000 | -3.8% | 8,787 | -1.3% | 0.04% | +11.4% |
| Q4 2021 | $772,000 | +5.0% | 8,900 | 0.0% | 0.04% | +9.4% |
| Q3 2021 | $735,000 | +1.9% | 8,900 | 0.0% | 0.03% | +3.2% |
| Q2 2021 | $721,000 | +8.3% | 8,900 | 0.0% | 0.03% | -3.1% |
| Q1 2021 | $666,000 | +12.1% | 8,900 | 0.0% | 0.03% | +3.2% |
| Q4 2020 | $594,000 | -95.5% | 8,900 | -91.8% | 0.03% | -97.1% |
| Q3 2018 | $13,152,000 | +19.4% | 108,273 | +15.2% | 1.05% | +8.2% |
| Q2 2018 | $11,012,000 | -43.1% | 93,970 | -42.8% | 0.97% | -48.2% |
| Q1 2018 | $19,369,000 | +347.5% | 164,412 | +353.7% | 1.88% | +349.0% |
| Q4 2017 | $4,328,000 | -71.5% | 36,240 | -73.3% | 0.42% | -74.1% |
| Q3 2017 | $15,207,000 | +309.0% | 135,633 | +292.2% | 1.62% | +289.6% |
| Q2 2017 | $3,718,000 | +15.8% | 34,582 | +12.1% | 0.42% | +17.9% |
| Q1 2017 | $3,211,000 | -64.4% | 30,857 | -65.3% | 0.35% | -66.3% |
| Q4 2016 | $9,014,000 | – | 88,843 | – | 1.05% | – |
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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% |