ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 336 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.51 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $431,617 | +35.6% | 4,564 | +37.1% | 0.01% | +27.3% |
| Q1 2024 | $318,338 | -42.7% | 3,328 | -48.6% | 0.01% | -47.6% |
| Q4 2023 | $555,176 | +7.1% | 6,481 | -6.5% | 0.02% | -12.5% |
| Q3 2023 | $518,345 | -2.0% | 6,933 | -2.2% | 0.02% | -11.1% |
| Q2 2023 | $528,720 | +71.4% | 7,086 | +63.4% | 0.03% | +50.0% |
| Q1 2023 | $308,520 | – | 4,337 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Wealth, LLC | 56,736 | $6,035,000 | 5.91% |
| Stillwater Capital Advisors, LLC | 103,693 | $11,030,000 | 2.75% |
| Somerset Group LLC | 20,999 | $2,234,000 | 2.26% |
| Peachtree Investment Advisors, Inc. | 27,153 | $2,888,000 | 2.23% |
| CIM, LLC | 40,565 | $4,315,000 | 1.89% |
| Madden Advisory Services, Inc. | 24,876 | $2,646,000 | 1.60% |
| BANK HAPOALIM BM | 46,607 | $4,958,000 | 1.59% |
| Risk Paradigm Group, LLC | 5,358 | $569,930,000 | 1.39% |
| PETTYJOHN, WOOD & WHITE, INC | 31,940 | $3,397,000 | 1.24% |
| PATTEN & PATTEN INC/TN | 87,521 | $9,310,000 | 1.14% |