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 | $299,040 | +0.2% | 4,000 | 0.0% | 0.07% | +11.7% |
| Q2 2023 | $298,440 | +4.9% | 4,000 | 0.0% | 0.06% | +7.1% |
| Q1 2023 | $284,560 | -5.7% | 4,000 | 0.0% | 0.06% | -11.1% |
| Q4 2022 | $301,880 | +11.8% | 4,000 | 0.0% | 0.06% | -3.1% |
| Q3 2022 | $270,000 | -3.6% | 4,000 | 0.0% | 0.06% | +3.2% |
| Q2 2022 | $280,000 | -17.2% | 4,000 | 0.0% | 0.06% | -4.5% |
| Q1 2022 | $338,000 | -2.6% | 4,000 | 0.0% | 0.07% | -4.3% |
| Q4 2021 | $347,000 | +5.2% | 4,000 | 0.0% | 0.07% | -10.4% |
| Q3 2021 | $330,000 | +1.9% | 4,000 | 0.0% | 0.08% | +2.7% |
| Q2 2021 | $324,000 | +8.4% | 4,000 | 0.0% | 0.08% | -12.8% |
| Q1 2021 | $299,000 | +12.0% | 4,000 | 0.0% | 0.09% | +4.9% |
| Q4 2020 | $267,000 | +17.6% | 4,000 | +100.0% | 0.08% | -1.2% |
| Q3 2020 | $227,000 | +3.2% | 2,000 | 0.0% | 0.08% | -5.7% |
| Q2 2020 | $220,000 | -20.3% | 2,000 | 0.0% | 0.09% | -1.1% |
| Q4 2019 | $276,000 | +7.4% | 2,000 | 0.0% | 0.09% | -11.9% |
| Q3 2019 | $257,000 | +2.4% | 2,000 | 0.0% | 0.10% | -4.7% |
| Q2 2019 | $251,000 | +17.8% | 2,000 | 0.0% | 0.11% | +11.6% |
| Q4 2018 | $213,000 | -12.3% | 2,000 | 0.0% | 0.10% | -24.0% |
| Q3 2018 | $243,000 | +3.8% | 2,000 | 0.0% | 0.12% | +4.2% |
| Q2 2018 | $234,000 | -0.8% | 2,000 | 0.0% | 0.12% | +2.6% |
| Q1 2018 | $236,000 | -1.3% | 2,000 | 0.0% | 0.12% | -3.3% |
| Q4 2017 | $239,000 | +6.7% | 2,000 | 0.0% | 0.12% | +4.3% |
| Q3 2017 | $224,000 | +4.2% | 2,000 | 0.0% | 0.12% | -1.7% |
| Q2 2017 | $215,000 | +3.4% | 2,000 | 0.0% | 0.12% | -5.6% |
| Q1 2017 | $208,000 | +2.5% | 2,000 | 0.0% | 0.12% | -5.3% |
| Q4 2016 | $203,000 | – | 2,000 | – | 0.13% | – |
Download | ||||||
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% |