ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $42,000 | -4.5% | 626 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $44,000 | -87.8% | 626 | -85.3% | 0.00% | -83.3% |
| Q1 2022 | $360,000 | +12.1% | 4,266 | +15.1% | 0.02% | +28.6% |
| Q4 2021 | $321,000 | +4.9% | 3,706 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $306,000 | +2.0% | 3,706 | 0.0% | 0.01% | +7.7% |
| Q2 2021 | $300,000 | +8.3% | 3,706 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $277,000 | +6825.0% | 3,706 | +5515.2% | 0.01% | – |
| Q4 2020 | $4,000 | -42.9% | 66 | -4.3% | 0.00% | – |
| Q2 2020 | $7,000 | 0.0% | 69 | 0.0% | 0.00% | – |
| Q1 2020 | $7,000 | -30.0% | 69 | 0.0% | 0.00% | – |
| Q4 2019 | $10,000 | -96.9% | 69 | -97.2% | 0.00% | -100.0% |
| Q3 2019 | $321,000 | +2.6% | 2,495 | 0.0% | 0.01% | +16.7% |
| Q2 2019 | $313,000 | -42.7% | 2,495 | -46.1% | 0.01% | -47.8% |
| Q1 2019 | $546,000 | -58.2% | 4,625 | -62.3% | 0.02% | -65.2% |
| Q4 2018 | $1,306,000 | -12.8% | 12,275 | 0.0% | 0.07% | +22.2% |
| Q3 2018 | $1,497,000 | +4.0% | 12,275 | 0.0% | 0.05% | +8.0% |
| Q2 2018 | $1,440,000 | -46.7% | 12,275 | -59.1% | 0.05% | +6.4% |
| Q3 2016 | $2,700,000 | +4.7% | 30,000 | 0.0% | 0.05% | +17.5% |
| Q2 2016 | $2,579,000 | +1.6% | 30,000 | 0.0% | 0.04% | -4.8% |
| Q1 2016 | $2,538,000 | -4.3% | 30,000 | 0.0% | 0.04% | +2.4% |
| Q4 2015 | $2,651,000 | +5.1% | 30,000 | 0.0% | 0.04% | -4.7% |
| Q3 2015 | $2,523,000 | -6.3% | 30,000 | 0.0% | 0.04% | +10.3% |
| Q2 2015 | $2,692,000 | +0.7% | 30,000 | 0.0% | 0.04% | -2.5% |
| Q1 2015 | $2,672,000 | -1.3% | 30,000 | 0.0% | 0.04% | 0.0% |
| Q4 2014 | $2,706,000 | +7.7% | 30,000 | 0.0% | 0.04% | +11.1% |
| Q3 2014 | $2,512,000 | +0.7% | 30,000 | 0.0% | 0.04% | -5.3% |
| Q2 2014 | $2,494,000 | -23.7% | 30,000 | -25.0% | 0.04% | -28.3% |
| Q1 2014 | $3,270,000 | +11.6% | 40,000 | 0.0% | 0.05% | -3.6% |
| Q3 2013 | $2,931,000 | – | 40,000 | – | 0.06% | – |
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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% |