ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 147 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 1.59 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $2,537,000 | +5.1% | 28,706 | 0.0% | 1.41% | +2.4% |
| Q3 2015 | $2,414,000 | -6.3% | 28,706 | 0.0% | 1.38% | +7.5% |
| Q2 2015 | $2,576,000 | +2.7% | 28,706 | +1.9% | 1.28% | -1.4% |
| Q1 2015 | $2,508,000 | +4.8% | 28,166 | +6.2% | 1.30% | +12.0% |
| Q4 2014 | $2,392,000 | +3.6% | 26,516 | -3.9% | 1.16% | -3.6% |
| Q3 2014 | $2,309,000 | +14.1% | 27,584 | +13.3% | 1.20% | +32.2% |
| Q2 2014 | $2,024,000 | +1.7% | 24,345 | +0.0% | 0.91% | +2.0% |
| Q1 2014 | $1,990,000 | +7.5% | 24,344 | +5.4% | 0.89% | +3.4% |
| Q4 2013 | $1,852,000 | +3.0% | 23,103 | -5.8% | 0.86% | -6.1% |
| Q3 2013 | $1,798,000 | +21.2% | 24,535 | +18.2% | 0.92% | +35.4% |
| Q2 2013 | $1,484,000 | – | 20,753 | – | 0.68% | – |
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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% |