ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 136 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.80 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97,796 | +0.2% | 1,308 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $97,600 | +4.9% | 1,308 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $92,999 | -5.7% | 1,307 | +0.1% | 0.01% | -16.7% |
| Q4 2022 | $98,577 | +12.0% | 1,306 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $88,000 | -3.3% | 1,304 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $91,000 | -17.3% | 1,304 | +0.1% | 0.01% | -16.7% |
| Q1 2022 | $110,000 | +46.7% | 1,303 | +51.5% | 0.01% | +50.0% |
| Q4 2021 | $75,000 | +5.6% | 860 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $71,000 | +1.4% | 860 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $70,000 | +9.4% | 860 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $64,000 | +12.3% | 860 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $57,000 | +16.3% | 860 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $49,000 | +4.3% | 430 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $47,000 | +11.9% | 430 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $42,000 | -28.8% | 430 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $59,000 | +7.3% | 430 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $55,000 | +1.9% | 430 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $54,000 | +5.9% | 430 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $51,000 | 0.0% | 430 | -9.5% | 0.00% | -20.0% |
| Q4 2018 | $51,000 | -12.1% | 475 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $58,000 | +3.6% | 475 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $56,000 | 0.0% | 475 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $56,000 | -1.8% | 475 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $57,000 | +7.5% | 475 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $53,000 | +3.9% | 475 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $51,000 | +4.1% | 475 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $49,000 | +2.1% | 475 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $48,000 | +11.6% | 475 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $43,000 | +4.9% | 475 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $41,000 | +2.5% | 475 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $40,000 | -4.8% | 475 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $42,000 | -25.0% | 475 | -28.0% | 0.01% | -28.6% |
| Q3 2015 | $56,000 | -5.1% | 660 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $59,000 | 0.0% | 660 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $59,000 | -1.7% | 660 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $60,000 | +9.1% | 660 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $55,000 | 0.0% | 660 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $55,000 | +1.9% | 660 | 0.0% | 0.01% | -12.5% |
| Q1 2014 | $54,000 | +1.9% | 660 | 0.0% | 0.01% | +14.3% |
| Q4 2013 | $53,000 | -11.7% | 660 | -19.5% | 0.01% | -22.2% |
| Q3 2013 | $60,000 | +3.4% | 820 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $58,000 | – | 820 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellett Wealth Advisors, LLC | 122,085 | $10,583,000 | 8.10% |
| First Citizens Financial Corp | 59,337 | $5,144,000 | 3.76% |
| HC Advisors, LLC | 56,984 | $4,940,000 | 3.03% |
| Paragon Wealth Strategies, LLC | 134,774 | $11,684,000 | 2.82% |
| Magnus Financial Group LLC | 171,216 | $14,843,000 | 2.82% |
| ETFIDEA, LLC | 76,600 | $6,640,454 | 2.67% |
| BEAM WEALTH ADVISORS, INC. | 26,175 | $2,269,000 | 2.60% |
| Stillwater Capital Advisors, LLC | 174,315 | $15,111,000 | 2.30% |
| GDS Wealth Management | 105,788 | $9,171,000 | 2.05% |
| Somerset Group LLC | 33,465 | $2,901,000 | 1.96% |