ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,589 | +0.2% | 2,964 | 0.0% | 0.01% | +12.5% |
| Q2 2023 | $221,144 | +4.9% | 2,964 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $210,859 | -10.3% | 2,964 | -4.8% | 0.01% | -20.0% |
| Q4 2022 | $235,014 | +11.9% | 3,114 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $210,000 | -3.7% | 3,114 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $218,000 | -17.1% | 3,114 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $263,000 | -2.6% | 3,114 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $270,000 | +5.1% | 3,114 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $257,000 | +2.0% | 3,114 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $252,000 | +8.2% | 3,114 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $233,000 | +12.0% | 3,114 | 0.0% | 0.01% | +11.1% |
| Q4 2020 | $208,000 | +2.0% | 3,114 | +110.1% | 0.01% | -25.0% |
| Q4 2019 | $204,000 | -37.2% | 1,482 | -46.2% | 0.01% | -55.6% |
| Q3 2018 | $325,000 | – | 2,757 | – | 0.03% | – |
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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% |