ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 304 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $758,324 | +0.1% | 10,143 | -0.1% | 0.00% | 0.0% |
| Q2 2023 | $757,773 | +11.1% | 10,156 | +5.9% | 0.00% | 0.0% |
| Q1 2023 | $682,368 | +1.1% | 9,592 | +7.3% | 0.00% | 0.0% |
| Q4 2022 | $674,683 | +13.8% | 8,940 | +1.8% | 0.00% | 0.0% |
| Q3 2022 | $593,000 | -8.1% | 8,785 | -4.6% | 0.00% | -25.0% |
| Q2 2022 | $645,000 | -17.2% | 9,210 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $779,000 | +24.2% | 9,210 | +27.3% | 0.01% | +25.0% |
| Q4 2021 | $627,000 | +79.1% | 7,235 | +70.8% | 0.00% | +33.3% |
| Q3 2021 | $350,000 | +0.3% | 4,235 | -1.7% | 0.00% | 0.0% |
| Q2 2021 | $349,000 | +263.5% | 4,310 | +235.4% | 0.00% | +200.0% |
| Q1 2021 | $96,000 | -88.3% | 1,285 | -78.2% | 0.00% | -92.3% |
| Q4 2019 | $818,000 | +375.6% | 5,901 | +264.9% | 0.01% | +44.4% |
| Q4 2018 | $172,000 | – | 1,617 | – | 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% |