ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $504,414 | -0.3% | 6,747 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $506,013 | -4.8% | 6,782 | -9.2% | 0.01% | -11.1% |
| Q1 2023 | $531,282 | -18.3% | 7,468 | -13.3% | 0.01% | -25.0% |
| Q4 2022 | $650,054 | +10.0% | 8,613 | -1.6% | 0.01% | -25.0% |
| Q3 2022 | $591,000 | -3.0% | 8,755 | +0.7% | 0.02% | +14.3% |
| Q2 2022 | $609,000 | +32.7% | 8,698 | +60.4% | 0.01% | +55.6% |
| Q1 2022 | $459,000 | +1.8% | 5,424 | +4.3% | 0.01% | 0.0% |
| Q4 2021 | $451,000 | -6.2% | 5,200 | -10.8% | 0.01% | 0.0% |
| Q3 2021 | $481,000 | +48.9% | 5,832 | +46.3% | 0.01% | +12.5% |
| Q2 2021 | $323,000 | +55.3% | 3,987 | +43.8% | 0.01% | +33.3% |
| Q1 2021 | $208,000 | +35.9% | 2,772 | +113.7% | 0.01% | -25.0% |
| Q1 2019 | $153,000 | -30.1% | 1,297 | -36.4% | 0.01% | -38.5% |
| Q4 2018 | $219,000 | -26.3% | 2,039 | -16.8% | 0.01% | -13.3% |
| Q3 2018 | $297,000 | +29.7% | 2,452 | +25.7% | 0.02% | +15.4% |
| Q2 2018 | $229,000 | +2.2% | 1,951 | +2.6% | 0.01% | -7.1% |
| Q1 2018 | $224,000 | -3.4% | 1,901 | -1.4% | 0.01% | 0.0% |
| Q4 2017 | $232,000 | +11.5% | 1,928 | -21.4% | 0.01% | -17.6% |
| Q1 2016 | $208,000 | -9.2% | 2,454 | -5.6% | 0.02% | -10.5% |
| Q4 2015 | $229,000 | -46.7% | 2,599 | -49.0% | 0.02% | -53.7% |
| Q3 2015 | $430,000 | +13.2% | 5,099 | +19.6% | 0.04% | +28.1% |
| Q2 2015 | $380,000 | +15.2% | 4,264 | +14.8% | 0.03% | +6.7% |
| Q1 2015 | $330,000 | -5.2% | 3,714 | -3.9% | 0.03% | -11.8% |
| Q4 2014 | $348,000 | +74.0% | 3,864 | +61.8% | 0.03% | +126.7% |
| Q3 2014 | $200,000 | – | 2,388 | – | 0.02% | – |
Download | ||||||
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% |