ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 192 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,316,000 | -15.4% | 12,373 | -3.4% | 0.02% | -7.4% |
| Q3 2018 | $1,556,000 | +4.4% | 12,807 | +0.8% | 0.03% | +3.8% |
| Q2 2018 | $1,490,000 | -0.1% | 12,711 | +0.4% | 0.03% | -7.1% |
| Q1 2018 | $1,492,000 | -72.7% | 12,665 | -72.3% | 0.03% | -72.0% |
| Q4 2017 | $5,470,000 | +7.6% | 45,801 | +1.0% | 0.10% | +3.1% |
| Q3 2017 | $5,085,000 | -37.5% | 45,352 | -40.1% | 0.10% | -41.2% |
| Q2 2017 | $8,138,000 | +17.9% | 75,687 | +14.1% | 0.16% | +7.1% |
| Q1 2017 | $6,901,000 | +176.3% | 66,326 | +169.4% | 0.15% | +152.5% |
| Q4 2016 | $2,498,000 | -17.1% | 24,617 | -26.5% | 0.06% | -22.8% |
| Q3 2016 | $3,012,000 | -41.3% | 33,472 | -43.9% | 0.08% | -44.0% |
| Q2 2016 | $5,130,000 | -0.9% | 59,692 | -2.4% | 0.14% | -9.0% |
| Q1 2016 | $5,175,000 | -0.3% | 61,168 | +4.1% | 0.16% | -8.8% |
| Q4 2015 | $5,193,000 | -23.9% | 58,753 | -27.5% | 0.17% | -31.7% |
| Q3 2015 | $6,821,000 | -9.2% | 81,094 | -3.1% | 0.25% | -8.8% |
| Q2 2015 | $7,512,000 | +3.9% | 83,706 | +3.1% | 0.27% | 0.0% |
| Q1 2015 | $7,228,000 | -7.4% | 81,167 | -6.2% | 0.27% | -14.2% |
| Q4 2014 | $7,802,000 | +0.4% | 86,491 | -6.8% | 0.32% | -8.1% |
| Q3 2014 | $7,770,000 | +43.9% | 92,809 | +42.9% | 0.35% | +40.1% |
| Q2 2014 | $5,399,000 | -20.1% | 64,937 | -21.5% | 0.25% | -27.8% |
| Q1 2014 | $6,760,000 | -33.9% | 82,682 | -35.2% | 0.34% | -39.5% |
| Q4 2013 | $10,222,000 | -29.0% | 127,525 | -35.1% | 0.56% | -36.7% |
| Q3 2013 | $14,396,000 | +19.9% | 196,454 | +17.0% | 0.89% | +7.9% |
| Q2 2013 | $12,011,000 | – | 167,914 | – | 0.83% | – |
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% |