ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,354 | +0.2% | 3,108 | 0.0% | 0.03% | +8.3% |
| Q2 2023 | $231,888 | +4.9% | 3,108 | 0.0% | 0.02% | -4.0% |
| Q1 2023 | $221,103 | -5.7% | 3,108 | 0.0% | 0.02% | -13.8% |
| Q4 2022 | $234,561 | +11.7% | 3,108 | 0.0% | 0.03% | +7.4% |
| Q3 2022 | $210,000 | -3.2% | 3,108 | 0.0% | 0.03% | +3.8% |
| Q2 2022 | $217,000 | -4.4% | 3,108 | 0.0% | 0.03% | -3.7% |
| Q1 2022 | $227,000 | -15.6% | 3,108 | 0.0% | 0.03% | +8.0% |
| Q4 2021 | $269,000 | +4.7% | 3,108 | 0.0% | 0.02% | -7.4% |
| Q3 2021 | $257,000 | -44.1% | 3,108 | -50.0% | 0.03% | -15.6% |
| Q2 2021 | $460,000 | +97.4% | 6,216 | +100.0% | 0.03% | +18.5% |
| Q1 2021 | $233,000 | +12.0% | 3,108 | 0.0% | 0.03% | -6.9% |
| Q4 2020 | $208,000 | -92.4% | 3,108 | -84.3% | 0.03% | -95.1% |
| Q4 2019 | $2,736,000 | +7.0% | 19,855 | +0.0% | 0.59% | -3.4% |
| Q3 2019 | $2,556,000 | +2.5% | 19,854 | 0.0% | 0.61% | +5.2% |
| Q2 2019 | $2,494,000 | +1122.5% | 19,854 | +1083.2% | 0.58% | +1251.2% |
| Q3 2018 | $204,000 | -96.5% | 1,678 | -97.4% | 0.04% | -97.8% |
| Q4 2014 | $5,840,000 | +12.4% | 64,750 | +4.4% | 1.96% | +2.8% |
| Q3 2014 | $5,195,000 | +4.1% | 62,050 | +3.4% | 1.91% | +7.0% |
| Q2 2014 | $4,991,000 | +9.5% | 60,035 | +7.6% | 1.78% | -0.1% |
| Q1 2014 | $4,560,000 | +8.9% | 55,779 | +6.8% | 1.78% | -13.7% |
| Q4 2013 | $4,188,000 | +78.9% | 52,241 | +63.5% | 2.06% | +50.7% |
| Q3 2013 | $2,341,000 | +117.2% | 31,945 | +112.0% | 1.37% | +83.6% |
| Q2 2013 | $1,078,000 | – | 15,066 | – | 0.75% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellett Wealth Advisors, LLC | 134,702 | $11,386,000 | 8.99% |
| First Citizens Financial Corp | 62,303 | $5,266,000 | 3.95% |
| HC Advisors, LLC | 54,865 | $4,638,000 | 2.94% |
| Stillwater Capital Advisors, LLC | 210,117 | $17,761,000 | 2.85% |
| ETFIDEA, LLC | 76,938 | $6,503,569 | 2.81% |
| BEAM WEALTH ADVISORS, INC. | 27,753 | $2,346,000 | 2.70% |
| Magnus Financial Group LLC | 184,312 | $15,580,000 | 2.60% |
| Sowa Financial Group, Inc. | 43,724 | $3,696,000 | 2.22% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 41,549 | $3,512,000 | 2.08% |
| Somerset Group LLC | 33,023 | $2,791,000 | 2.00% |