ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 132 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.11 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $290,000 | +4.7% | 2,102 | -2.3% | 0.06% | -7.1% |
| Q3 2019 | $277,000 | +2.6% | 2,151 | 0.0% | 0.07% | +16.7% |
| Q2 2019 | $270,000 | -80.4% | 2,151 | -86.2% | 0.06% | -97.1% |
| Q4 2015 | $1,375,000 | -1.1% | 15,560 | -5.9% | 2.05% | -22.2% |
| Q3 2015 | $1,390,000 | -23.3% | 16,527 | -18.2% | 2.64% | +12.8% |
| Q2 2015 | $1,813,000 | -6.3% | 20,205 | -7.0% | 2.34% | +10.1% |
| Q1 2015 | $1,934,000 | -11.1% | 21,715 | -9.9% | 2.13% | -7.0% |
| Q4 2014 | $2,175,000 | -13.8% | 24,110 | -19.9% | 2.29% | -4.9% |
| Q3 2014 | $2,524,000 | -12.8% | 30,094 | -13.6% | 2.40% | -4.1% |
| Q2 2014 | $2,896,000 | -25.5% | 34,833 | -26.8% | 2.50% | -24.8% |
| Q1 2014 | $3,889,000 | -5.8% | 47,571 | -7.7% | 3.33% | +12.0% |
| Q4 2013 | $4,129,000 | -42.1% | 51,515 | -47.0% | 2.98% | -39.3% |
| Q3 2013 | $7,127,000 | +22.5% | 97,251 | +19.5% | 4.90% | +4.9% |
| Q2 2013 | $5,820,000 | – | 81,368 | – | 4.67% | – |
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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% |