ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 224 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.89 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $292,000 | -89.0% | 3,001 | -84.5% | 0.01% | -76.2% |
| Q4 2019 | $2,659,000 | -23.2% | 19,300 | -28.3% | 0.02% | -32.3% |
| Q3 2019 | $3,463,000 | +165.2% | 26,900 | +158.7% | 0.03% | +158.3% |
| Q2 2019 | $1,306,000 | -84.0% | 10,400 | -84.5% | 0.01% | -72.7% |
| Q3 2018 | $8,141,000 | +4.0% | 67,018 | +0.4% | 0.04% | +7.3% |
| Q2 2018 | $7,826,000 | +13.3% | 66,784 | +15.5% | 0.04% | +7.9% |
| Q4 2017 | $6,906,000 | -16.9% | 57,825 | -22.0% | 0.04% | -36.7% |
| Q3 2017 | $8,311,000 | +75.0% | 74,125 | +67.8% | 0.06% | +57.9% |
| Q2 2017 | $4,749,000 | +238.0% | 44,167 | +227.2% | 0.04% | +216.7% |
| Q1 2017 | $1,405,000 | +35.7% | 13,500 | +32.4% | 0.01% | +33.3% |
| Q4 2016 | $1,035,000 | – | 10,200 | – | 0.01% | – |
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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% |