ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 132 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.11 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |