ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 157 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,239,746 | +7.6% | 16,583 | +7.3% | 0.00% | 0.0% |
| Q2 2023 | $1,152,628 | +6.3% | 15,449 | +1.3% | 0.00% | 0.0% |
| Q1 2023 | $1,084,637 | -10.2% | 15,247 | -4.7% | 0.00% | 0.0% |
| Q4 2022 | $1,207,724 | +15.7% | 16,003 | +3.5% | 0.00% | 0.0% |
| Q3 2022 | $1,044,000 | -3.8% | 15,455 | -0.3% | 0.00% | 0.0% |
| Q2 2022 | $1,085,000 | -17.8% | 15,501 | -0.7% | 0.00% | 0.0% |
| Q1 2022 | $1,320,000 | +7.6% | 15,607 | +10.3% | 0.00% | 0.0% |
| Q4 2021 | $1,227,000 | +12.6% | 14,149 | +7.2% | 0.00% | 0.0% |
| Q3 2021 | $1,090,000 | -2.0% | 13,202 | -3.8% | 0.00% | 0.0% |
| Q2 2021 | $1,112,000 | -9.2% | 13,723 | -16.1% | 0.00% | 0.0% |
| Q1 2021 | $1,225,000 | +74.5% | 16,359 | +55.7% | 0.00% | 0.0% |
| Q4 2020 | $702,000 | +15.3% | 10,507 | +95.8% | 0.00% | 0.0% |
| Q3 2020 | $609,000 | +15.8% | 5,366 | +12.4% | 0.00% | 0.0% |
| Q2 2020 | $526,000 | +50.7% | 4,772 | +33.2% | 0.00% | +100.0% |
| Q1 2020 | $349,000 | -32.6% | 3,583 | -4.8% | 0.00% | -50.0% |
| Q4 2019 | $518,000 | +18.0% | 3,763 | +10.4% | 0.00% | +100.0% |
| Q3 2019 | $439,000 | -5.0% | 3,408 | -7.3% | 0.00% | -50.0% |
| Q2 2019 | $462,000 | -45.3% | 3,676 | -48.5% | 0.00% | -33.3% |
| Q1 2019 | $844,000 | -18.4% | 7,144 | -26.5% | 0.00% | -25.0% |
| Q4 2018 | $1,034,000 | -12.8% | 9,716 | -0.5% | 0.00% | 0.0% |
| Q3 2018 | $1,186,000 | +3.4% | 9,766 | -0.2% | 0.00% | -20.0% |
| Q2 2018 | $1,147,000 | -1.3% | 9,788 | -0.7% | 0.01% | 0.0% |
| Q1 2018 | $1,162,000 | -1.0% | 9,860 | +0.3% | 0.01% | 0.0% |
| Q4 2017 | $1,174,000 | +78.4% | 9,827 | +67.4% | 0.01% | +66.7% |
| Q3 2017 | $658,000 | +10.6% | 5,871 | +6.1% | 0.00% | 0.0% |
| Q2 2017 | $595,000 | +37.7% | 5,533 | +33.2% | 0.00% | +50.0% |
| Q1 2017 | $432,000 | +15.5% | 4,155 | +12.8% | 0.00% | 0.0% |
| Q4 2016 | $374,000 | +6.9% | 3,682 | -5.3% | 0.00% | 0.0% |
| Q3 2016 | $350,000 | +14.0% | 3,889 | +8.8% | 0.00% | 0.0% |
| Q2 2016 | $307,000 | +1.3% | 3,576 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $303,000 | -8.5% | 3,576 | -4.6% | 0.00% | -33.3% |
| Q4 2015 | $331,000 | -4.1% | 3,750 | -8.5% | 0.00% | 0.0% |
| Q3 2015 | $345,000 | -49.8% | 4,100 | -46.9% | 0.00% | -50.0% |
| Q1 2015 | $687,000 | +2.5% | 7,720 | +3.9% | 0.01% | -14.3% |
| Q4 2014 | $670,000 | +770.1% | 7,431 | +704.2% | 0.01% | +600.0% |
| Q3 2014 | $77,000 | -2.5% | 924 | -3.2% | 0.00% | 0.0% |
| Q2 2014 | $79,000 | -55.9% | 955 | -56.5% | 0.00% | -66.7% |
| Q1 2014 | $179,000 | +94.6% | 2,195 | +91.5% | 0.00% | +50.0% |
| Q4 2013 | $92,000 | -20.0% | 1,146 | -26.8% | 0.00% | 0.0% |
| Q3 2013 | $115,000 | +69.1% | 1,565 | +64.7% | 0.00% | 0.0% |
| Q2 2013 | $68,000 | – | 950 | – | 0.00% | – |
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% |