ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 163 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $419,000 | -28.0% | 5,000 | -28.6% | 0.08% | -19.8% |
| Q2 2014 | $582,000 | +1.7% | 7,000 | 0.0% | 0.10% | +2.1% |
| Q1 2014 | $572,000 | +2.0% | 7,000 | 0.0% | 0.09% | -3.1% |
| Q4 2013 | $561,000 | +9.4% | 7,000 | 0.0% | 0.10% | +11.5% |
| Q3 2013 | $513,000 | +105.2% | 7,000 | +100.0% | 0.09% | +70.6% |
| Q2 2013 | $250,000 | +5.0% | 3,500 | 0.0% | 0.05% | +8.5% |
| Q1 2013 | $238,000 | – | 3,500 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 70,216 | $5,299,230 | 5.12% |
| HC Advisors, LLC | 80,900 | $6,105,523 | 4.17% |
| First Citizens Financial Corp | 62,140 | $4,690 | 4.05% |
| New Millennium Group LLC | 43,946 | $3,316,654 | 3.54% |
| Stillwater Capital Advisors, LLC | 203,737 | $15,376,029 | 3.24% |
| ETFIDEA, LLC | 81,927 | $6,183,050 | 2.86% |
| BEAM WEALTH ADVISORS, INC. | 34,622 | $2,612,907 | 2.72% |
| Somerset Group LLC | 32,695 | $2,467,492 | 2.18% |
| Magnus Financial Group LLC | 164,013 | $12,378,029 | 2.02% |
| GDS Wealth Management | 132,061 | $9,966,644 | 1.90% |