ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 163 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $497,000 | -1.2% | 4,432 | -4.9% | 0.03% | -9.7% |
| Q2 2017 | $503,000 | -6.3% | 4,661 | -10.0% | 0.03% | -16.2% |
| Q1 2017 | $537,000 | +20.9% | 5,179 | +18.0% | 0.04% | +12.1% |
| Q4 2016 | $444,000 | +7.5% | 4,388 | -3.9% | 0.03% | +3.1% |
| Q3 2016 | $413,000 | +7.8% | 4,565 | +2.6% | 0.03% | +3.2% |
| Q2 2016 | $383,000 | +29.0% | 4,450 | +27.4% | 0.03% | +10.7% |
| Q1 2016 | $297,000 | +1.0% | 3,492 | +4.5% | 0.03% | -24.3% |
| Q4 2015 | $294,000 | +18.5% | 3,342 | +14.5% | 0.04% | +27.6% |
| Q3 2015 | $248,000 | +12.2% | 2,918 | +17.9% | 0.03% | +11.5% |
| Q2 2015 | $221,000 | +0.9% | 2,475 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $219,000 | -12.4% | 2,475 | -11.0% | 0.03% | -21.2% |
| Q4 2014 | $250,000 | -27.7% | 2,780 | -33.3% | 0.03% | -28.3% |
| Q3 2014 | $346,000 | +55.9% | 4,170 | +53.6% | 0.05% | +43.8% |
| Q2 2014 | $222,000 | +9.9% | 2,715 | +4.8% | 0.03% | -13.5% |
| Q1 2014 | $202,000 | – | 2,590 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 71,300 | $5,330,388 | 3.76% |
| HC Advisors, LLC | 61,287 | $4,581,816 | 2.72% |
| ETFIDEA, LLC | 84,252 | $6,298,670 | 2.68% |
| Somerset Group LLC | 28,574 | $2,136,192 | 2.01% |
| Magnus Financial Group LLC | 172,772 | $12,916,461 | 1.88% |
| GDS Wealth Management | 151,485 | $11,325,019 | 1.78% |
| Vahanian & Associates Financial Planning Inc. | 5,735 | $428,749 | 1.38% |
| DAGCO, INC. | 6,559 | $2,554,795 | 1.32% |
| Navis Wealth Advisors, LLC | 10,999 | $822,285 | 1.19% |
| AFT, FORSYTH & COMPANY, INC. | 18,771 | $1,403,343 | 1.03% |