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 | $15 | 0.0% | 200 | 0.0% | 0.01% | -14.3% |
| Q2 2023 | $15 | +7.1% | 200 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $14 | -76.3% | 200 | -74.2% | 0.01% | -80.0% |
| Q4 2022 | $59 | -99.9% | 776 | +10.9% | 0.03% | +30.4% |
| Q3 2022 | $47,000 | -4.1% | 700 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $49,000 | -16.9% | 700 | 0.0% | 0.02% | +4.5% |
| Q1 2022 | $59,000 | -57.6% | 700 | -56.2% | 0.02% | -55.1% |
| Q4 2021 | $139,000 | -13.7% | 1,600 | -17.9% | 0.05% | -15.5% |
| Q3 2021 | $161,000 | -5.3% | 1,950 | -7.1% | 0.06% | -6.5% |
| Q2 2021 | $170,000 | -12.8% | 2,100 | -19.2% | 0.06% | -16.2% |
| Q1 2021 | $195,000 | +21.9% | 2,600 | +8.3% | 0.07% | +21.3% |
| Q4 2020 | $160,000 | +56.9% | 2,400 | +166.7% | 0.06% | +45.2% |
| Q3 2020 | $102,000 | -17.7% | 900 | -20.0% | 0.04% | -20.8% |
| Q2 2020 | $124,000 | +30.5% | 1,125 | +15.4% | 0.05% | 0.0% |
| Q1 2020 | $95,000 | -29.1% | 975 | 0.0% | 0.05% | -5.4% |
| Q4 2019 | $134,000 | +6.3% | 975 | 0.0% | 0.06% | +1.8% |
| Q3 2019 | $126,000 | +3.3% | 975 | 0.0% | 0.06% | +3.8% |
| Q2 2019 | $122,000 | +6.1% | 975 | 0.0% | 0.05% | +8.2% |
| Q1 2019 | $115,000 | +10.6% | 975 | 0.0% | 0.05% | -2.0% |
| Q4 2018 | $104,000 | -11.9% | 975 | 0.0% | 0.05% | +4.2% |
| Q3 2018 | $118,000 | +3.5% | 975 | 0.0% | 0.05% | +4.3% |
| Q2 2018 | $114,000 | -0.9% | 975 | 0.0% | 0.05% | -6.1% |
| Q1 2018 | $115,000 | -0.9% | 975 | 0.0% | 0.05% | +8.9% |
| Q4 2017 | $116,000 | +6.4% | 975 | 0.0% | 0.04% | -2.2% |
| Q3 2017 | $109,000 | +3.8% | 975 | 0.0% | 0.05% | +2.2% |
| Q2 2017 | $105,000 | +69.4% | 975 | +62.5% | 0.04% | +55.2% |
| Q1 2017 | $62,000 | +1.6% | 600 | 0.0% | 0.03% | -6.5% |
| Q4 2016 | $61,000 | +13.0% | 600 | 0.0% | 0.03% | +14.8% |
| Q3 2016 | $54,000 | +3.8% | 600 | 0.0% | 0.03% | -12.9% |
| Q2 2016 | $52,000 | +2.0% | 600 | 0.0% | 0.03% | +14.8% |
| Q1 2016 | $51,000 | -3.8% | 600 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $53,000 | +6.0% | 600 | 0.0% | 0.03% | -3.6% |
| Q3 2015 | $50,000 | +11.1% | 600 | +20.0% | 0.03% | +12.0% |
| Q2 2015 | $45,000 | 0.0% | 500 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $45,000 | 0.0% | 500 | 0.0% | 0.02% | -10.7% |
| Q4 2014 | $45,000 | +7.1% | 500 | 0.0% | 0.03% | +3.7% |
| Q3 2014 | $42,000 | 0.0% | 500 | 0.0% | 0.03% | +8.0% |
| Q2 2014 | $42,000 | +44.8% | 500 | +42.9% | 0.02% | +38.9% |
| Q1 2014 | $29,000 | -19.4% | 350 | -22.2% | 0.02% | -18.2% |
| Q4 2013 | $36,000 | -25.0% | 450 | -30.8% | 0.02% | -26.7% |
| Q3 2013 | $48,000 | – | 650 | – | 0.03% | – |
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% |