ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 164 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.78 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 | 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% |