ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $559,590 | +0.2% | 7,485 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $558,467 | -0.3% | 7,485 | -5.0% | 0.02% | -6.2% |
| Q1 2023 | $560,286 | +94383.3% | 7,876 | +0.2% | 0.02% | -5.9% |
| Q4 2022 | $593 | -99.9% | 7,864 | +0.2% | 0.02% | +6.2% |
| Q3 2022 | $531,000 | -3.1% | 7,851 | +0.2% | 0.02% | +6.7% |
| Q2 2022 | $548,000 | -17.1% | 7,839 | +0.1% | 0.02% | -6.2% |
| Q1 2022 | $661,000 | -2.5% | 7,829 | +0.1% | 0.02% | 0.0% |
| Q4 2021 | $678,000 | +5.1% | 7,820 | +0.1% | 0.02% | -5.9% |
| Q3 2021 | $645,000 | +3.5% | 7,812 | +1.6% | 0.02% | +6.2% |
| Q2 2021 | $623,000 | +8.3% | 7,688 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $575,000 | +12.3% | 7,683 | +0.1% | 0.02% | 0.0% |
| Q4 2020 | $512,000 | +17.7% | 7,675 | +100.2% | 0.02% | -5.9% |
| Q3 2020 | $435,000 | +3.1% | 3,833 | +0.2% | 0.02% | -5.6% |
| Q2 2020 | $422,000 | -37.9% | 3,827 | -45.3% | 0.02% | -41.9% |
| Q1 2020 | $680,000 | -29.4% | 6,993 | +0.1% | 0.03% | -13.9% |
| Q4 2019 | $963,000 | +7.1% | 6,985 | +0.1% | 0.04% | -7.7% |
| Q3 2019 | $899,000 | +2.6% | 6,981 | +0.1% | 0.04% | 0.0% |
| Q2 2019 | $876,000 | -5.2% | 6,976 | -10.8% | 0.04% | -7.1% |
| Q1 2019 | $924,000 | -80.2% | 7,821 | -82.2% | 0.04% | -81.3% |
| Q4 2018 | $4,677,000 | – | 43,968 | – | 0.22% | – |
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% |