ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 274 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $503,383 | -6.9% | 6,733 | -7.1% | 0.01% | 0.0% |
| Q2 2023 | $540,949 | -0.3% | 7,250 | -5.0% | 0.01% | -14.3% |
| Q1 2023 | $542,685 | +81.3% | 7,628 | -35.4% | 0.01% | -12.5% |
| Q4 2022 | $299,306 | -60.9% | 11,806 | +4.1% | 0.01% | -38.5% |
| Q3 2022 | $766,000 | -8.9% | 11,342 | -5.6% | 0.01% | -7.1% |
| Q2 2022 | $841,000 | -37.4% | 12,020 | -24.4% | 0.01% | -36.4% |
| Q1 2022 | $1,344,000 | -62.5% | 15,900 | -61.6% | 0.02% | -59.3% |
| Q4 2021 | $3,585,000 | +636.1% | 41,359 | +600.9% | 0.05% | +350.0% |
| Q3 2021 | $487,000 | +7.5% | 5,901 | +5.6% | 0.01% | 0.0% |
| Q2 2021 | $453,000 | +13.0% | 5,589 | +4.4% | 0.01% | 0.0% |
| Q1 2021 | $401,000 | -0.7% | 5,352 | -11.6% | 0.01% | -7.7% |
| Q4 2020 | $404,000 | -5.8% | 6,052 | +60.0% | 0.01% | -13.3% |
| Q3 2020 | $429,000 | -6.5% | 3,782 | -9.3% | 0.02% | -16.7% |
| Q2 2020 | $459,000 | -99.4% | 4,168 | +528.7% | 0.02% | +50.0% |
| Q2 2017 | $71,670,000 | – | 663 | – | 0.01% | – |
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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% |