ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 145 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 2.59 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,537,000 | -2.2% | 34,135 | -2.4% | 0.01% | 0.0% |
| Q2 2023 | $2,594,000 | +5.3% | 34,968 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $2,464,000 | -8.2% | 34,764 | -2.8% | 0.01% | -16.7% |
| Q4 2022 | $2,685,000 | +21.5% | 35,751 | +8.7% | 0.01% | 0.0% |
| Q3 2022 | $2,209,000 | -17.3% | 32,896 | -14.2% | 0.01% | -14.3% |
| Q2 2022 | $2,672,000 | -2.1% | 38,354 | +19.0% | 0.01% | +16.7% |
| Q1 2022 | $2,728,000 | -10.8% | 32,223 | -8.5% | 0.01% | -14.3% |
| Q4 2021 | $3,060,000 | +3.5% | 35,231 | -1.8% | 0.01% | -12.5% |
| Q3 2021 | $2,957,000 | +1.6% | 35,866 | -0.1% | 0.01% | 0.0% |
| Q2 2021 | $2,910,000 | +6.8% | 35,919 | -1.3% | 0.01% | -11.1% |
| Q1 2021 | $2,724,000 | +30.8% | 36,381 | +17.0% | 0.01% | 0.0% |
| Q4 2020 | $2,082,000 | +34.1% | 31,083 | +126.5% | 0.01% | +28.6% |
| Q3 2020 | $1,552,000 | -11.4% | 13,722 | -13.4% | 0.01% | -30.0% |
| Q2 2020 | $1,751,000 | +64.9% | 15,837 | +44.8% | 0.01% | +42.9% |
| Q1 2020 | $1,062,000 | -42.5% | 10,935 | -18.6% | 0.01% | -36.4% |
| Q4 2019 | $1,848,000 | +6.2% | 13,435 | -0.6% | 0.01% | +22.2% |
| Q3 2019 | $1,740,000 | -46.4% | 13,510 | -47.7% | 0.01% | -52.6% |
| Q2 2019 | $3,247,000 | +4.0% | 25,843 | -2.2% | 0.02% | -9.5% |
| Q1 2019 | $3,122,000 | -36.0% | 26,413 | -42.4% | 0.02% | -43.2% |
| Q4 2018 | $4,878,000 | +12.7% | 45,858 | +28.6% | 0.04% | +19.4% |
| Q3 2018 | $4,329,000 | +3.9% | 35,653 | +0.2% | 0.03% | -6.1% |
| Q2 2018 | $4,166,000 | +0.2% | 35,576 | +0.8% | 0.03% | -5.7% |
| Q1 2018 | $4,157,000 | +4.8% | 35,303 | +6.4% | 0.04% | +6.1% |
| Q4 2017 | $3,967,000 | +10.5% | 33,170 | +3.4% | 0.03% | +6.5% |
| Q3 2017 | $3,589,000 | +7.0% | 32,064 | +2.9% | 0.03% | +3.3% |
| Q2 2017 | $3,355,000 | +3.2% | 31,149 | -0.4% | 0.03% | -3.2% |
| Q1 2017 | $3,251,000 | +52.5% | 31,280 | +48.7% | 0.03% | +34.8% |
| Q4 2016 | $2,132,000 | +377.0% | 21,029 | +317.4% | 0.02% | +360.0% |
| Q4 2015 | $447,000 | – | 5,038 | – | 0.01% | – |
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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% |