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 | $201,403 | +0.2% | 2,694 | 0.0% | 0.09% | +4.5% |
| Q2 2023 | $200,999 | -1.1% | 2,694 | 0.0% | 0.09% | -12.0% |
| Q4 2022 | $203,316 | -10.8% | 2,694 | 0.0% | 0.10% | +7.5% |
| Q1 2022 | $228,000 | -2.6% | 2,694 | 0.0% | 0.09% | +2.2% |
| Q4 2021 | $234,000 | +5.4% | 2,694 | 0.0% | 0.09% | -5.2% |
| Q3 2021 | $222,000 | +1.8% | 2,694 | 0.0% | 0.10% | +2.1% |
| Q2 2021 | $218,000 | +7.9% | 2,694 | 0.0% | 0.09% | -2.1% |
| Q1 2021 | $202,000 | -18.5% | 2,694 | +19.5% | 0.10% | -38.9% |
| Q2 2020 | $248,000 | +13.2% | 2,254 | 0.0% | 0.16% | -8.2% |
| Q1 2020 | $219,000 | -29.6% | 2,254 | 0.0% | 0.17% | -12.3% |
| Q4 2019 | $311,000 | +7.2% | 2,254 | 0.0% | 0.20% | -5.8% |
| Q3 2019 | $290,000 | +2.5% | 2,254 | 0.0% | 0.21% | +5.6% |
| Q2 2019 | $283,000 | +6.4% | 2,254 | 0.0% | 0.20% | +4.3% |
| Q1 2019 | $266,000 | +10.8% | 2,254 | 0.0% | 0.19% | +1.6% |
| Q4 2018 | $240,000 | – | 2,254 | – | 0.18% | – |
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% |