ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 232 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $236,000 | +10.8% | 2,000 | 0.0% | 0.01% | +25.0% |
| Q4 2018 | $213,000 | -12.3% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $243,000 | +3.8% | 2,000 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $234,000 | -0.8% | 2,000 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $236,000 | -55.4% | 2,000 | -54.9% | 0.01% | -54.5% |
| Q4 2017 | $529,000 | +6.4% | 4,430 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $497,000 | +4.4% | 4,430 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $476,000 | +33.3% | 4,430 | +29.2% | 0.01% | +22.2% |
| Q1 2017 | $357,000 | +15.2% | 3,430 | +12.3% | 0.01% | +12.5% |
| Q4 2016 | $310,000 | +12.7% | 3,055 | 0.0% | 0.01% | +14.3% |
| Q3 2016 | $275,000 | -41.2% | 3,055 | -43.9% | 0.01% | -46.2% |
| Q2 2016 | $468,000 | -23.8% | 5,445 | -25.0% | 0.01% | -18.8% |
| Q1 2016 | $614,000 | -9.3% | 7,260 | -5.2% | 0.02% | -11.1% |
| Q4 2015 | $677,000 | -27.7% | 7,660 | -31.3% | 0.02% | -35.7% |
| Q3 2015 | $937,000 | -30.6% | 11,145 | -25.9% | 0.03% | -74.1% |
| Q2 2015 | $1,350,000 | +0.7% | 15,045 | 0.0% | 0.11% | +208.6% |
| Q1 2015 | $1,340,000 | +9.5% | 15,045 | +10.9% | 0.04% | +9.4% |
| Q4 2014 | $1,224,000 | +14.0% | 13,570 | +5.8% | 0.03% | +14.3% |
| Q3 2014 | $1,074,000 | -8.8% | 12,825 | -9.4% | 0.03% | -3.4% |
| Q2 2014 | $1,177,000 | +81.4% | 14,160 | +78.4% | 0.03% | +61.1% |
| Q1 2014 | $649,000 | -44.8% | 7,935 | -45.9% | 0.02% | -48.6% |
| Q4 2013 | $1,175,000 | – | 14,660 | – | 0.04% | – |
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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% |