ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 231 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,973 | +0.2% | 254 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $18,934 | +4.9% | 254 | 0.0% | 0.00% | +100.0% |
| Q1 2023 | $18,042 | -5.7% | 254 | +0.4% | 0.00% | -50.0% |
| Q4 2022 | $19,124 | +12.5% | 253 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | -5.6% | 253 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $18,000 | -14.3% | 253 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $21,000 | -4.5% | 253 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $22,000 | +4.8% | 253 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $21,000 | +5.0% | 252 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +5.3% | 252 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | +11.8% | 252 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +21.4% | 252 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | +600.0% | 126 | +500.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -93.9% | 21 | -91.3% | 0.00% | -100.0% |
| Q4 2019 | $33,000 | +6.5% | 241 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $31,000 | +10.7% | 241 | +0.4% | 0.00% | 0.0% |
| Q1 2019 | $28,000 | +7.7% | 240 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $26,000 | -16.1% | 240 | -6.2% | 0.00% | 0.0% |
| Q3 2018 | $31,000 | 0.0% | 256 | -3.8% | 0.00% | -25.0% |
| Q2 2018 | $31,000 | 0.0% | 266 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $31,000 | -3.1% | 266 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $32,000 | +6.7% | 266 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $30,000 | +3.4% | 266 | +0.4% | 0.00% | 0.0% |
| Q2 2017 | $29,000 | -81.5% | 265 | -82.4% | 0.00% | -81.8% |
| Q1 2017 | $157,000 | +2.6% | 1,507 | 0.0% | 0.02% | -4.3% |
| Q4 2016 | $153,000 | +12.5% | 1,507 | 0.0% | 0.02% | -4.2% |
| Q3 2016 | $136,000 | +4.6% | 1,507 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $130,000 | +2.4% | 1,507 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $127,000 | +452.2% | 1,507 | +468.7% | 0.02% | +500.0% |
| Q4 2015 | $23,000 | +4.5% | 265 | +0.4% | 0.00% | -20.0% |
| Q3 2015 | $22,000 | -8.3% | 264 | 0.0% | 0.01% | +25.0% |
| Q2 2015 | $24,000 | 0.0% | 264 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $24,000 | 0.0% | 264 | 0.0% | 0.00% | -20.0% |
| Q4 2014 | $24,000 | +9.1% | 264 | 0.0% | 0.01% | +25.0% |
| Q3 2014 | $22,000 | 0.0% | 264 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $22,000 | +1000.0% | 264 | +842.9% | 0.00% | – |
| Q1 2014 | $2,000 | – | 28 | – | 0.00% | – |
Download | ||||||
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% |