ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 224 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.89 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $220,000 | +7.8% | 2,720 | 0.0% | 0.12% | +32.2% |
| Q1 2021 | $204,000 | +12.1% | 2,720 | 0.0% | 0.09% | +1.2% |
| Q4 2020 | $182,000 | +18.2% | 2,720 | +100.0% | 0.09% | +8.9% |
| Q3 2020 | $154,000 | -6.1% | 1,360 | -8.7% | 0.08% | -9.2% |
| Q2 2020 | $164,000 | +4.5% | 1,490 | -7.9% | 0.09% | -13.0% |
| Q1 2020 | $157,000 | -29.6% | 1,618 | 0.0% | 0.10% | 0.0% |
| Q4 2019 | $223,000 | +7.2% | 1,618 | 0.0% | 0.10% | +5.3% |
| Q3 2019 | $208,000 | +2.5% | 1,618 | 0.0% | 0.10% | +2.2% |
| Q2 2019 | $203,000 | +5.2% | 1,618 | -1.2% | 0.09% | +12.0% |
| Q1 2019 | $193,000 | +7.2% | 1,638 | -3.0% | 0.08% | -2.4% |
| Q4 2018 | $180,000 | -12.2% | 1,688 | 0.0% | 0.08% | +10.4% |
| Q3 2018 | $205,000 | +17.8% | 1,688 | +13.4% | 0.08% | +6.9% |
| Q2 2018 | $174,000 | -62.3% | 1,488 | -61.9% | 0.07% | -45.5% |
| Q1 2018 | $461,000 | -0.4% | 3,910 | +0.8% | 0.13% | -2.9% |
| Q4 2017 | $463,000 | +11.0% | 3,880 | +4.4% | 0.14% | -2.9% |
| Q3 2017 | $417,000 | +3.5% | 3,715 | -0.9% | 0.14% | -2.8% |
| Q2 2017 | $403,000 | +22.5% | 3,750 | +18.7% | 0.14% | -20.4% |
| Q1 2017 | $329,000 | +60.5% | 3,158 | +56.5% | 0.18% | +52.1% |
| Q4 2016 | $205,000 | -5.1% | 2,018 | -19.9% | 0.12% | -10.5% |
| Q2 2016 | $216,000 | -1.4% | 2,518 | -2.9% | 0.13% | +1.5% |
| Q1 2016 | $219,000 | -4.4% | 2,593 | 0.0% | 0.13% | -9.0% |
| Q4 2015 | $229,000 | +236.8% | 2,593 | +220.9% | 0.14% | +323.5% |
| Q3 2014 | $68,000 | +1.5% | 808 | 0.0% | 0.03% | +6.2% |
| Q2 2014 | $67,000 | +1.5% | 808 | 0.0% | 0.03% | +52.4% |
| Q1 2014 | $66,000 | +1.5% | 808 | 0.0% | 0.02% | -4.5% |
| Q4 2013 | $65,000 | – | 808 | – | 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% |