ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 304 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $489,325 | -7.7% | 6,824 | +1.1% | 0.03% | -7.1% |
| Q2 2023 | $530,035 | +7.5% | 6,749 | +0.2% | 0.03% | -3.4% |
| Q1 2023 | $493,187 | -10.5% | 6,733 | +0.3% | 0.03% | -14.7% |
| Q4 2022 | $550,849 | +12.0% | 6,714 | +3.9% | 0.03% | -2.9% |
| Q3 2022 | $492,000 | +1.9% | 6,460 | +0.3% | 0.04% | 0.0% |
| Q2 2022 | $483,000 | 0.0% | 6,441 | -2.0% | 0.04% | -5.4% |
| Q1 2022 | $483,000 | +3.6% | 6,572 | +22.7% | 0.04% | +12.1% |
| Q4 2021 | $466,000 | +2.6% | 5,356 | +4.9% | 0.03% | +3.1% |
| Q3 2021 | $454,000 | -45.7% | 5,104 | -49.9% | 0.03% | +3.2% |
| Q2 2021 | $836,000 | +108.0% | 10,188 | +100.2% | 0.03% | -6.1% |
| Q1 2021 | $402,000 | +26.0% | 5,088 | +8.0% | 0.03% | +10.0% |
| Q4 2020 | $319,000 | +20.8% | 4,711 | +106.7% | 0.03% | -3.2% |
| Q3 2020 | $264,000 | +2.7% | 2,279 | +0.2% | 0.03% | -3.1% |
| Q2 2020 | $257,000 | +140.2% | 2,274 | +139.1% | 0.03% | +100.0% |
| Q3 2018 | $107,000 | -34.0% | 951 | -31.0% | 0.02% | -36.0% |
| Q2 2018 | $162,000 | +3.2% | 1,379 | +3.2% | 0.02% | -7.4% |
| Q1 2018 | $157,000 | +196.2% | 1,336 | +202.9% | 0.03% | +200.0% |
| Q4 2017 | $53,000 | – | 441 | – | 0.01% | – |
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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% |