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 | $39,922 | -58.0% | 534 | -60.0% | 0.03% | -58.1% |
| Q2 2023 | $94,994 | +0.1% | 1,334 | 0.0% | 0.06% | +1.6% |
| Q1 2023 | $94,901 | -5.7% | 1,334 | 0.0% | 0.06% | -11.6% |
| Q4 2022 | $100,677 | +11.9% | 1,334 | 0.0% | 0.07% | +6.2% |
| Q3 2022 | $90,000 | -3.2% | 1,334 | 0.0% | 0.06% | +3.2% |
| Q2 2022 | $93,000 | -17.7% | 1,334 | 0.0% | 0.06% | -7.4% |
| Q1 2022 | $113,000 | -2.6% | 1,334 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $116,000 | +5.5% | 1,334 | 0.0% | 0.07% | +3.0% |
| Q3 2021 | $110,000 | +1.9% | 1,334 | 0.0% | 0.07% | +4.8% |
| Q2 2021 | $108,000 | +8.0% | 1,334 | 0.0% | 0.06% | +1.6% |
| Q1 2021 | $100,000 | +12.4% | 1,334 | 0.0% | 0.06% | +5.1% |
| Q4 2020 | $89,000 | +17.1% | 1,334 | +100.0% | 0.06% | +7.3% |
| Q3 2020 | $76,000 | +4.1% | 667 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $73,000 | +12.3% | 667 | 0.0% | 0.06% | -3.5% |
| Q1 2020 | $65,000 | -29.3% | 667 | 0.0% | 0.06% | -10.9% |
| Q4 2019 | $92,000 | +7.0% | 667 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $86,000 | +2.4% | 667 | 0.0% | 0.06% | +1.6% |
| Q2 2019 | $84,000 | +6.3% | 667 | 0.0% | 0.06% | +6.8% |
| Q1 2019 | $79,000 | +11.3% | 667 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $71,000 | -12.3% | 667 | 0.0% | 0.06% | -1.7% |
| Q3 2018 | $81,000 | +3.8% | 667 | 0.0% | 0.06% | +1.7% |
| Q2 2018 | $78,000 | – | 667 | – | 0.06% | – |
Download | ||||||
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% |