ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462,690 | +28.7% | 6,189 | +28.5% | 0.01% | +40.0% |
| Q2 2023 | $359,471 | +17.6% | 4,818 | +12.1% | 0.01% | 0.0% |
| Q1 2023 | $305,689 | +21.6% | 4,297 | +29.0% | 0.01% | +25.0% |
| Q4 2022 | $251,466 | -0.6% | 3,332 | -10.9% | 0.00% | -20.0% |
| Q3 2022 | $253,000 | -3.4% | 3,740 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $262,000 | -3.0% | 3,740 | +17.1% | 0.01% | +25.0% |
| Q1 2022 | $270,000 | -2.2% | 3,194 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $276,000 | +11.7% | 3,180 | +6.3% | 0.00% | 0.0% |
| Q3 2021 | $247,000 | +16.0% | 2,992 | +13.7% | 0.00% | 0.0% |
| Q2 2021 | $213,000 | – | 2,631 | – | 0.00% | – |
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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% |