ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $889 | -99.9% | 11,784 | +1.9% | 0.65% | +33.6% |
| Q3 2022 | $781,000 | -4.5% | 11,568 | -1.0% | 0.49% | +0.4% |
| Q2 2022 | $818,000 | -17.0% | 11,682 | +0.1% | 0.49% | +32.4% |
| Q1 2022 | $986,000 | +4.3% | 11,670 | +7.0% | 0.37% | +48.6% |
| Q4 2021 | $945,000 | +1.7% | 10,906 | -3.1% | 0.25% | -2.0% |
| Q3 2021 | $929,000 | +2.7% | 11,251 | +0.7% | 0.25% | -1.6% |
| Q2 2021 | $905,000 | +10.1% | 11,169 | +1.7% | 0.26% | +2.0% |
| Q1 2021 | $822,000 | +20.0% | 10,981 | +7.1% | 0.25% | +2.0% |
| Q4 2020 | $685,000 | +16.7% | 10,255 | +98.1% | 0.25% | +1.7% |
| Q3 2020 | $587,000 | +4.6% | 5,177 | +1.6% | 0.24% | -16.3% |
| Q2 2020 | $561,000 | – | 5,097 | – | 0.29% | – |
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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% |