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 | 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% |