ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,755 | +0.2% | 37 | 0.0% | 0.00% | – |
| Q2 2023 | $2,749 | +5.3% | 37 | 0.0% | 0.00% | – |
| Q1 2023 | $2,611 | -5.3% | 37 | 0.0% | 0.00% | – |
| Q4 2022 | $2,757 | +37.8% | 37 | +2.8% | 0.00% | – |
| Q3 2022 | $2,000 | -33.3% | 36 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | -92.5% | 36 | -87.7% | 0.00% | -100.0% |
| Q4 2019 | $40,000 | +5.3% | 293 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $38,000 | -95.1% | 293 | -95.2% | 0.00% | -96.5% |
| Q2 2019 | $773,000 | -0.9% | 6,157 | -6.7% | 0.09% | -9.5% |
| Q1 2019 | $780,000 | -11.1% | 6,602 | -19.9% | 0.10% | -21.5% |
| Q4 2018 | $877,000 | – | 8,242 | – | 0.12% | – |
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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% |