ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 59,051 | $4,786,000 | 3.62% |
| HC Advisors, LLC | 68,774 | $5,574,000 | 3.43% |
| Magnus Financial Group LLC | 153,112 | $12,410,000 | 2.70% |
| Stillwater Capital Advisors, LLC | 166,864 | $13,524,000 | 2.24% |
| Somerset Group LLC | 34,777 | $2,819,000 | 2.01% |
| Sowa Financial Group, Inc. | 31,519 | $2,555,000 | 1.89% |
| BEAM WEALTH ADVISORS, INC. | 25,057 | $2,031,000 | 1.75% |
| WJ Wealth Management, LLC | 5,393 | $437,000 | 1.35% |
| CIM, LLC | 97,948 | $8,234,000 | 1.34% |
| HCR Wealth Advisors | 94,314 | $7,644,000 | 1.33% |