ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 128 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.11 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $359,257 | -5.7% | 5,050 | 0.0% | 0.02% | -11.8% |
| Q4 2022 | $381,124 | +11.8% | 5,050 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $341,000 | -3.4% | 5,050 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $353,000 | -17.3% | 5,050 | 0.0% | 0.02% | -5.6% |
| Q1 2022 | $427,000 | -5.3% | 5,050 | -2.9% | 0.02% | -5.3% |
| Q4 2021 | $451,000 | -8.3% | 5,200 | -6.0% | 0.02% | -9.5% |
| Q3 2021 | $492,000 | +9.8% | 5,530 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $448,000 | +4.7% | 5,530 | -3.2% | 0.02% | -4.5% |
| Q1 2021 | $428,000 | +10.3% | 5,714 | -1.8% | 0.02% | +4.8% |
| Q4 2020 | $388,000 | +21.6% | 5,816 | +107.1% | 0.02% | +10.5% |
| Q3 2020 | $319,000 | -12.4% | 2,808 | -15.1% | 0.02% | -17.4% |
| Q2 2020 | $364,000 | +2.8% | 3,308 | -9.0% | 0.02% | -14.8% |
| Q1 2020 | $354,000 | -29.3% | 3,637 | 0.0% | 0.03% | -6.9% |
| Q4 2019 | $501,000 | +7.1% | 3,637 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $468,000 | -7.1% | 3,637 | -9.3% | 0.03% | -6.5% |
| Q2 2019 | $504,000 | -3.6% | 4,012 | -9.4% | 0.03% | -6.1% |
| Q1 2019 | $523,000 | -0.8% | 4,427 | -10.6% | 0.03% | -13.2% |
| Q4 2018 | $527,000 | +0.4% | 4,952 | +14.7% | 0.04% | +15.2% |
| Q3 2018 | $525,000 | +3.8% | 4,318 | 0.0% | 0.03% | -2.9% |
| Q2 2018 | $506,000 | -0.6% | 4,318 | 0.0% | 0.03% | -2.9% |
| Q1 2018 | $509,000 | -5.7% | 4,318 | -4.5% | 0.04% | -5.4% |
| Q4 2017 | $540,000 | +8.0% | 4,523 | +1.3% | 0.04% | +2.8% |
| Q3 2017 | $500,000 | +4.2% | 4,463 | 0.0% | 0.04% | -5.3% |
| Q2 2017 | $480,000 | -7.0% | 4,463 | -10.0% | 0.04% | -11.6% |
| Q1 2017 | $516,000 | -25.6% | 4,959 | -27.5% | 0.04% | -28.3% |
| Q4 2016 | $694,000 | +11.8% | 6,838 | -1.0% | 0.06% | +7.1% |
| Q3 2016 | $621,000 | +4.7% | 6,905 | 0.0% | 0.06% | -1.8% |
| Q2 2016 | $593,000 | -0.2% | 6,905 | -1.6% | 0.06% | -3.4% |
| Q1 2016 | $594,000 | -1.0% | 7,020 | +3.4% | 0.06% | -4.8% |
| Q4 2015 | $600,000 | -0.2% | 6,790 | -5.0% | 0.06% | -4.6% |
| Q3 2015 | $601,000 | -6.4% | 7,150 | 0.0% | 0.06% | +1.6% |
| Q2 2015 | $642,000 | +0.8% | 7,150 | 0.0% | 0.06% | 0.0% |
| Q1 2015 | $637,000 | -2.7% | 7,150 | -1.5% | 0.06% | -7.2% |
| Q4 2014 | $655,000 | +1.2% | 7,260 | -6.1% | 0.07% | -2.8% |
| Q3 2014 | $647,000 | -1.8% | 7,730 | -2.5% | 0.07% | -1.4% |
| Q2 2014 | $659,000 | -7.6% | 7,930 | -9.1% | 0.07% | -11.1% |
| Q1 2014 | $713,000 | -25.3% | 8,720 | -26.7% | 0.08% | -27.7% |
| Q4 2013 | $954,000 | -24.8% | 11,900 | -31.3% | 0.11% | -32.1% |
| Q3 2013 | $1,269,000 | -4.4% | 17,320 | -6.7% | 0.16% | -8.3% |
| Q2 2013 | $1,328,000 | – | 18,565 | – | 0.18% | – |
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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% |