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 | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $776,000 | -1.3% | 8,719 | +0.0% | 0.00% | 0.0% |
| Q4 2014 | $786,000 | -64.1% | 8,718 | -66.7% | 0.00% | -60.0% |
| Q3 2014 | $2,190,000 | +202.1% | 26,156 | +200.0% | 0.01% | +150.0% |
| Q2 2014 | $725,000 | +1.7% | 8,718 | -0.0% | 0.00% | +100.0% |
| Q1 2014 | $713,000 | -66.0% | 8,719 | -66.7% | 0.00% | -75.0% |
| Q4 2013 | $2,097,000 | +9.4% | 26,156 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $1,917,000 | – | 26,156 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 71,300 | $5,330,388 | 3.76% |
| HC Advisors, LLC | 61,287 | $4,581,816 | 2.72% |
| ETFIDEA, LLC | 84,252 | $6,298,670 | 2.68% |
| Somerset Group LLC | 28,574 | $2,136,192 | 2.01% |
| Magnus Financial Group LLC | 172,772 | $12,916,461 | 1.88% |
| GDS Wealth Management | 151,485 | $11,325,019 | 1.78% |
| Vahanian & Associates Financial Planning Inc. | 5,735 | $428,749 | 1.38% |
| DAGCO, INC. | 6,559 | $2,554,795 | 1.32% |
| Navis Wealth Advisors, LLC | 10,999 | $822,285 | 1.19% |
| AFT, FORSYTH & COMPANY, INC. | 18,771 | $1,403,343 | 1.03% |