ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $434,055 | -5.3% | 5,805 | -5.5% | 0.01% | -10.0% |
| Q2 2023 | $458,477 | -16.3% | 6,144 | -20.2% | 0.01% | -33.3% |
| Q1 2023 | $547,872 | +2.6% | 7,701 | +8.8% | 0.02% | +7.1% |
| Q4 2022 | $534,026 | +11.5% | 7,075 | -0.2% | 0.01% | +7.7% |
| Q3 2022 | $479,000 | -30.1% | 7,089 | -27.6% | 0.01% | -23.5% |
| Q2 2022 | $685,000 | -19.7% | 9,793 | -3.0% | 0.02% | -10.5% |
| Q1 2022 | $853,000 | -2.6% | 10,092 | -0.1% | 0.02% | 0.0% |
| Q4 2021 | $876,000 | +5.0% | 10,101 | -0.0% | 0.02% | -9.5% |
| Q3 2021 | $834,000 | +26.9% | 10,103 | +24.7% | 0.02% | +31.2% |
| Q2 2021 | $657,000 | +12.3% | 8,105 | +3.7% | 0.02% | 0.0% |
| Q1 2021 | $585,000 | -35.1% | 7,817 | -42.1% | 0.02% | -40.7% |
| Q4 2020 | $902,000 | -1.7% | 13,502 | +67.0% | 0.03% | -10.0% |
| Q3 2020 | $918,000 | -12.3% | 8,087 | -14.9% | 0.03% | -18.9% |
| Q2 2020 | $1,047,000 | +2.8% | 9,505 | -9.2% | 0.04% | -21.3% |
| Q1 2020 | $1,018,000 | -15.5% | 10,469 | +19.7% | 0.05% | 0.0% |
| Q4 2019 | $1,205,000 | +7.2% | 8,746 | +0.2% | 0.05% | -4.1% |
| Q3 2019 | $1,124,000 | -2.3% | 8,732 | -4.6% | 0.05% | -2.0% |
| Q2 2019 | $1,150,000 | +27.6% | 9,153 | +20.1% | 0.05% | +22.0% |
| Q1 2019 | $901,000 | +3.9% | 7,624 | -6.5% | 0.04% | -8.9% |
| Q4 2018 | $867,000 | -15.2% | 8,153 | -3.2% | 0.04% | -2.2% |
| Q3 2018 | $1,023,000 | +16.2% | 8,419 | +12.1% | 0.05% | +17.9% |
| Q2 2018 | $880,000 | +5.0% | 7,512 | +5.7% | 0.04% | +11.4% |
| Q1 2018 | $838,000 | +4.9% | 7,110 | +6.3% | 0.04% | -2.8% |
| Q4 2017 | $799,000 | +14.0% | 6,690 | +7.0% | 0.04% | +9.1% |
| Q3 2017 | $701,000 | -2.1% | 6,255 | -6.1% | 0.03% | -10.8% |
| Q2 2017 | $716,000 | -27.7% | 6,662 | -30.0% | 0.04% | -33.9% |
| Q1 2017 | $990,000 | +145.0% | 9,514 | +138.8% | 0.06% | +124.0% |
| Q4 2016 | $404,000 | +5.2% | 3,984 | -6.7% | 0.02% | -3.8% |
| Q3 2016 | $384,000 | +38.1% | 4,272 | +31.9% | 0.03% | +23.8% |
| Q2 2016 | $278,000 | +35.6% | 3,239 | +34.0% | 0.02% | +16.7% |
| Q1 2016 | $205,000 | -4.2% | 2,418 | +0.0% | 0.02% | 0.0% |
| Q4 2015 | $214,000 | -4.0% | 2,417 | -8.8% | 0.02% | -35.7% |
| Q3 2015 | $223,000 | -28.3% | 2,651 | -23.5% | 0.03% | -30.0% |
| Q2 2015 | $311,000 | – | 3,464 | – | 0.04% | – |
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% |