ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 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% | – |
Download |
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% |