ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 157 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |