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 | $284 | +10.1% | 3,798 | +9.8% | 0.00% | 0.0% |
| Q2 2023 | $258 | +4.9% | 3,459 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $246 | -19.1% | 3,459 | -14.3% | 0.00% | 0.0% |
| Q4 2022 | $304 | -99.9% | 4,034 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $272,000 | -4.2% | 4,034 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $284,000 | -20.2% | 4,052 | -3.8% | 0.00% | -33.3% |
| Q1 2022 | $356,000 | -2.5% | 4,210 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $365,000 | +47.8% | 4,210 | +38.4% | 0.00% | +50.0% |
| Q2 2021 | $247,000 | 0.0% | 3,042 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $247,000 | 0.0% | 3,042 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $247,000 | 0.0% | 3,042 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $247,000 | 0.0% | 3,042 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $247,000 | 0.0% | 3,042 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $247,000 | 0.0% | 3,042 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $247,000 | 0.0% | 3,042 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $247,000 | 0.0% | 3,042 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $247,000 | 0.0% | 3,042 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $247,000 | +533.3% | 3,042 | +722.2% | 0.00% | +100.0% |
| Q4 2018 | $39,000 | -99.2% | 370 | -99.0% | 0.00% | -99.2% |
| Q3 2018 | $4,651,000 | +4.9% | 38,293 | +1.3% | 0.12% | -18.5% |
| Q2 2018 | $4,432,000 | +2.4% | 37,817 | +2.9% | 0.15% | -15.1% |
| Q1 2018 | $4,328,000 | -2.1% | 36,740 | -0.7% | 0.17% | -12.2% |
| Q4 2017 | $4,419,000 | +147200.0% | 37,002 | +136944.4% | 0.20% | – |
| Q3 2017 | $3,000 | -40.0% | 27 | -40.0% | 0.00% | – |
| Q2 2017 | $5,000 | -99.9% | 45 | -99.9% | 0.00% | -100.0% |
| Q1 2017 | $5,465,000 | -33.3% | 52,519 | -35.0% | 0.31% | -38.4% |
| Q4 2016 | $8,194,000 | – | 80,764 | – | 0.50% | – |
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% |