ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 304 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,873 | +0.7% | 3,570 | +0.5% | 0.03% | -3.4% |
| Q2 2023 | $264,940 | +4.9% | 3,551 | 0.0% | 0.03% | +7.4% |
| Q1 2023 | $252,618 | -5.7% | 3,551 | 0.0% | 0.03% | -12.9% |
| Q4 2022 | $267,994 | -3.6% | 3,551 | -13.8% | 0.03% | -3.1% |
| Q3 2022 | $278,000 | -3.1% | 4,120 | +0.5% | 0.03% | +6.7% |
| Q2 2022 | $287,000 | -14.1% | 4,101 | +3.9% | 0.03% | 0.0% |
| Q1 2022 | $334,000 | +13.2% | 3,948 | +16.2% | 0.03% | +36.4% |
| Q4 2021 | $295,000 | +5.0% | 3,398 | 0.0% | 0.02% | -4.3% |
| Q3 2021 | $281,000 | +2.2% | 3,398 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $275,000 | +8.3% | 3,398 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $254,000 | +11.9% | 3,398 | 0.0% | 0.02% | +4.5% |
| Q4 2020 | $227,000 | -76.8% | 3,398 | -52.2% | 0.02% | -57.7% |
| Q4 2019 | $980,000 | +263.0% | 7,109 | +239.0% | 0.05% | +40.5% |
| Q3 2019 | $270,000 | – | 2,097 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 59,051 | $4,786,000 | 3.62% |
| HC Advisors, LLC | 68,774 | $5,574,000 | 3.43% |
| Magnus Financial Group LLC | 153,112 | $12,410,000 | 2.70% |
| Stillwater Capital Advisors, LLC | 166,864 | $13,524,000 | 2.24% |
| Somerset Group LLC | 34,777 | $2,819,000 | 2.01% |
| Sowa Financial Group, Inc. | 31,519 | $2,555,000 | 1.89% |
| BEAM WEALTH ADVISORS, INC. | 25,057 | $2,031,000 | 1.75% |
| WJ Wealth Management, LLC | 5,393 | $437,000 | 1.35% |
| CIM, LLC | 97,948 | $8,234,000 | 1.34% |
| HCR Wealth Advisors | 94,314 | $7,644,000 | 1.33% |