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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $440,000 | -2.4% | 5,200 | 0.0% | 0.04% | +7.5% |
| Q4 2021 | $451,000 | +6.9% | 5,200 | 0.0% | 0.04% | -7.0% |
| Q3 2021 | $422,000 | +0.2% | 5,200 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $421,000 | +8.2% | 5,200 | 0.0% | 0.04% | -22.8% |
| Q1 2021 | $389,000 | +12.1% | 5,200 | 0.0% | 0.06% | +3.6% |
| Q4 2020 | $347,000 | +17.6% | 5,200 | +100.0% | 0.06% | +3.8% |
| Q3 2020 | $295,000 | +3.1% | 2,600 | 0.0% | 0.05% | -7.0% |
| Q2 2020 | $286,000 | +13.0% | 2,600 | 0.0% | 0.06% | -5.0% |
| Q1 2020 | $253,000 | -29.3% | 2,600 | 0.0% | 0.06% | -14.3% |
| Q4 2019 | $358,000 | +6.9% | 2,600 | 0.0% | 0.07% | +1.4% |
| Q3 2019 | $335,000 | +2.4% | 2,600 | 0.0% | 0.07% | +4.5% |
| Q2 2019 | $327,000 | +6.5% | 2,600 | 0.0% | 0.07% | +4.8% |
| Q1 2019 | $307,000 | +10.8% | 2,600 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $277,000 | -12.3% | 2,600 | 0.0% | 0.06% | -1.6% |
| Q3 2018 | $316,000 | +3.6% | 2,600 | 0.0% | 0.06% | +6.7% |
| Q2 2018 | $305,000 | -0.3% | 2,600 | 0.0% | 0.06% | -4.8% |
| Q1 2018 | $306,000 | -1.6% | 2,600 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $311,000 | – | 2,600 | – | 0.06% | – |
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% |