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 2015 | $299,000 | -1.0% | 3,381 | -5.9% | 0.18% | -2.7% |
| Q3 2015 | $302,000 | +11.9% | 3,592 | +19.4% | 0.19% | +24.5% |
| Q2 2015 | $270,000 | +41.4% | 3,009 | +40.6% | 0.15% | +42.5% |
| Q1 2015 | $191,000 | +92.9% | 2,140 | +95.8% | 0.11% | +68.3% |
| Q4 2014 | $99,000 | +54.7% | 1,093 | +43.4% | 0.06% | +43.2% |
| Q3 2014 | $64,000 | +60.0% | 762 | +57.8% | 0.04% | +63.0% |
| Q2 2014 | $40,000 | +344.4% | 483 | +335.1% | 0.03% | +285.7% |
| Q1 2014 | $9,000 | – | 111 | – | 0.01% | – |
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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% |