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 ↓ |
|---|---|---|---|
| Kellett Wealth Advisors, LLC | 122,085 | $10,583,000 | 8.10% |
| First Citizens Financial Corp | 59,337 | $5,144,000 | 3.76% |
| HC Advisors, LLC | 56,984 | $4,940,000 | 3.03% |
| Paragon Wealth Strategies, LLC | 134,774 | $11,684,000 | 2.82% |
| Magnus Financial Group LLC | 171,216 | $14,843,000 | 2.82% |
| ETFIDEA, LLC | 76,600 | $6,640,454 | 2.67% |
| BEAM WEALTH ADVISORS, INC. | 26,175 | $2,269,000 | 2.60% |
| Stillwater Capital Advisors, LLC | 174,315 | $15,111,000 | 2.30% |
| GDS Wealth Management | 105,788 | $9,171,000 | 2.05% |
| Somerset Group LLC | 33,465 | $2,901,000 | 1.96% |