ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,546 | -4.7% | 4,234 | -4.9% | 0.04% | -8.3% |
| Q2 2023 | $332,325 | +7.2% | 4,454 | +1.2% | 0.05% | -4.0% |
| Q1 2023 | $310,006 | +3.9% | 4,403 | +11.4% | 0.05% | -13.8% |
| Q4 2022 | $298,309 | +15.6% | 3,953 | +3.4% | 0.06% | +5.5% |
| Q3 2022 | $258,000 | -3.4% | 3,823 | +0.0% | 0.06% | -1.8% |
| Q2 2022 | $267,000 | -19.1% | 3,822 | +0.0% | 0.06% | -6.7% |
| Q1 2022 | $330,000 | -9.3% | 3,821 | -5.8% | 0.06% | +1.7% |
| Q4 2021 | $364,000 | +10.6% | 4,056 | +0.4% | 0.06% | 0.0% |
| Q3 2021 | $329,000 | 0.0% | 4,038 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $329,000 | +25.1% | 4,038 | +14.9% | 0.06% | +13.5% |
| Q1 2021 | $263,000 | +25.2% | 3,514 | +11.8% | 0.05% | +20.9% |
| Q4 2020 | $210,000 | -53.3% | 3,144 | -3.7% | 0.04% | -8.5% |
| Q4 2019 | $450,000 | +94.0% | 3,264 | +81.4% | 0.05% | +80.8% |
| Q3 2019 | $232,000 | +2.7% | 1,799 | 0.0% | 0.03% | -73.5% |
| Q2 2019 | $226,000 | +2.3% | 1,799 | -4.0% | 0.10% | -10.9% |
| Q1 2019 | $221,000 | -10.2% | 1,874 | -7.4% | 0.11% | -16.7% |
| Q3 2018 | $246,000 | -9.9% | 2,024 | -13.2% | 0.13% | -19.0% |
| Q2 2018 | $273,000 | -0.7% | 2,332 | 0.0% | 0.16% | -35.3% |
| Q1 2018 | $275,000 | -0.4% | 2,332 | +1.1% | 0.25% | -6.0% |
| Q4 2017 | $276,000 | +6.6% | 2,307 | 0.0% | 0.27% | -1.5% |
| Q3 2017 | $259,000 | – | 2,307 | – | 0.27% | – |
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% |