ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 192 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,888,000 | -0.8% | 27,153 | +13.3% | 2.23% | +12.1% |
| Q3 2018 | $2,911,000 | +8.1% | 23,962 | +4.2% | 1.99% | +1.8% |
| Q2 2018 | $2,694,000 | +10.1% | 22,992 | +10.7% | 1.95% | +6.1% |
| Q1 2018 | $2,447,000 | +5.3% | 20,772 | +6.8% | 1.84% | +3.5% |
| Q4 2017 | $2,324,000 | +6.3% | 19,456 | -0.3% | 1.78% | -5.5% |
| Q3 2017 | $2,187,000 | +7.0% | 19,506 | +2.6% | 1.88% | +7.2% |
| Q2 2017 | $2,044,000 | +6.5% | 19,011 | +3.1% | 1.75% | -0.3% |
| Q1 2017 | $1,919,000 | +5.6% | 18,446 | +3.0% | 1.76% | -1.4% |
| Q4 2016 | $1,817,000 | +10.9% | 17,909 | -1.6% | 1.78% | +11.0% |
| Q3 2016 | $1,638,000 | +5.1% | 18,204 | +0.3% | 1.61% | +1.4% |
| Q2 2016 | $1,559,000 | +8.5% | 18,144 | +6.8% | 1.58% | +10.0% |
| Q1 2016 | $1,437,000 | +19.9% | 16,989 | +25.3% | 1.44% | +14.9% |
| Q4 2015 | $1,198,000 | +105.5% | 13,557 | +95.7% | 1.25% | +107.3% |
| Q3 2015 | $583,000 | +5.6% | 6,927 | +12.6% | 0.60% | +46.8% |
| Q2 2015 | $552,000 | +40.8% | 6,150 | +39.6% | 0.41% | +46.6% |
| Q1 2015 | $392,000 | +154.5% | 4,405 | +158.4% | 0.28% | +172.8% |
| Q4 2014 | $154,000 | +492.3% | 1,705 | +459.0% | 0.10% | +505.9% |
| Q3 2014 | $26,000 | – | 305 | – | 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% |