ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 274 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $334,541 | +13.7% | 3,917 | -0.5% | 0.01% | 0.0% |
| Q3 2023 | $294,161 | -1.5% | 3,935 | -1.6% | 0.01% | -11.1% |
| Q2 2023 | $298,496 | +1.5% | 4,001 | -3.2% | 0.01% | 0.0% |
| Q1 2023 | $293,946 | +94113.5% | 4,132 | +0.0% | 0.01% | 0.0% |
| Q4 2022 | $312 | -99.9% | 4,131 | +3.4% | 0.01% | 0.0% |
| Q3 2022 | $270,000 | -1.8% | 3,994 | +1.5% | 0.01% | 0.0% |
| Q2 2022 | $275,000 | -17.2% | 3,934 | +0.0% | 0.01% | -10.0% |
| Q1 2022 | $332,000 | -2.6% | 3,933 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $341,000 | +5.2% | 3,932 | +0.0% | 0.01% | -9.1% |
| Q3 2021 | $324,000 | +1.6% | 3,931 | -0.3% | 0.01% | 0.0% |
| Q2 2021 | $319,000 | +4.2% | 3,941 | -3.6% | 0.01% | -8.3% |
| Q1 2021 | $306,000 | +20.5% | 4,089 | +7.4% | 0.01% | +9.1% |
| Q4 2020 | $254,000 | +18.7% | 3,807 | +101.5% | 0.01% | +10.0% |
| Q3 2020 | $214,000 | +2.4% | 1,889 | -0.4% | 0.01% | -9.1% |
| Q2 2020 | $209,000 | -19.6% | 1,896 | +0.4% | 0.01% | -15.4% |
| Q4 2019 | $260,000 | +7.0% | 1,888 | -0.1% | 0.01% | 0.0% |
| Q3 2019 | $243,000 | +2.5% | 1,889 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $237,000 | +6.3% | 1,889 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $223,000 | -5.1% | 1,889 | -30.9% | 0.01% | -51.9% |
| Q3 2014 | $235,000 | -2.5% | 2,733 | -4.2% | 0.03% | -3.6% |
| Q2 2014 | $241,000 | -6.9% | 2,853 | -11.5% | 0.03% | -17.6% |
| Q4 2013 | $259,000 | – | 3,225 | – | 0.03% | – |
Download | ||||||
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% |