ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 136 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.80 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $23,000 | +9.5% | 190 | 0.0% | 0.01% | +9.1% |
| Q3 2017 | $21,000 | +5.0% | 190 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $20,000 | 0.0% | 190 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $20,000 | +5.3% | 190 | 0.0% | 0.01% | -8.3% |
| Q4 2016 | $19,000 | -5.0% | 190 | -13.6% | 0.01% | -7.7% |
| Q3 2016 | $20,000 | +5.3% | 220 | 0.0% | 0.01% | +8.3% |
| Q2 2016 | $19,000 | 0.0% | 220 | 0.0% | 0.01% | -7.7% |
| Q1 2016 | $19,000 | 0.0% | 220 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $19,000 | 0.0% | 220 | 0.0% | 0.01% | -7.1% |
| Q3 2015 | $19,000 | -5.0% | 220 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $20,000 | 0.0% | 220 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $20,000 | 0.0% | 220 | 0.0% | 0.01% | -6.7% |
| Q4 2014 | $20,000 | +11.1% | 220 | 0.0% | 0.02% | +15.4% |
| Q3 2014 | $18,000 | 0.0% | 220 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $18,000 | 0.0% | 220 | 0.0% | 0.01% | -13.3% |
| Q1 2014 | $18,000 | 0.0% | 220 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $18,000 | – | 220 | – | 0.02% | – |
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% |