ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 147 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 1.59 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $764,000 | -44.6% | 7,185 | -36.4% | 0.10% | -37.7% |
| Q3 2018 | $1,379,000 | +2.9% | 11,302 | -0.7% | 0.16% | 0.0% |
| Q2 2018 | $1,340,000 | +3.9% | 11,383 | +3.9% | 0.16% | 0.0% |
| Q1 2018 | $1,290,000 | +0.5% | 10,951 | +2.0% | 0.16% | 0.0% |
| Q4 2017 | $1,283,000 | +5.9% | 10,739 | -0.6% | 0.16% | -3.6% |
| Q3 2017 | $1,211,000 | +7.8% | 10,799 | +3.4% | 0.17% | +0.6% |
| Q2 2017 | $1,123,000 | +34.2% | 10,442 | +29.8% | 0.17% | +26.5% |
| Q1 2017 | $837,000 | +180.9% | 8,046 | +127.4% | 0.13% | -12.0% |
| Q3 2015 | $298,000 | -8.6% | 3,538 | -2.5% | 0.15% | +5.6% |
| Q2 2015 | $326,000 | – | 3,628 | – | 0.14% | – |
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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% |