ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 145 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 2.59 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,087,000 | +241.8% | 10,717 | +203.3% | 0.07% | +240.0% |
| Q3 2016 | $318,000 | -82.7% | 3,534 | -83.0% | 0.02% | -85.6% |
| Q4 2015 | $1,838,000 | +283.7% | 20,799 | +354.8% | 0.14% | +183.7% |
| Q3 2015 | $479,000 | -65.9% | 4,573 | -70.8% | 0.05% | -66.0% |
| Q2 2015 | $1,404,000 | +14.1% | 15,641 | +13.2% | 0.14% | +5.9% |
| Q1 2015 | $1,231,000 | +318.7% | 13,823 | +324.3% | 0.14% | +257.9% |
| Q4 2014 | $294,000 | -4.5% | 3,258 | -11.4% | 0.04% | -29.6% |
| Q3 2014 | $308,000 | +28.9% | 3,678 | +28.1% | 0.05% | +35.0% |
| Q2 2014 | $239,000 | -21.1% | 2,872 | -22.4% | 0.04% | -38.5% |
| Q1 2014 | $303,000 | +18.4% | 3,703 | +6.1% | 0.06% | -11.0% |
| Q3 2013 | $256,000 | +21.9% | 3,491 | +18.9% | 0.07% | +2.8% |
| Q2 2013 | $210,000 | -39.3% | 2,936 | -42.4% | 0.07% | -38.3% |
| Q1 2013 | $346,000 | – | 5,096 | – | 0.12% | – |
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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% |