ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 344 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $257,000 | -78.1% | 3,044 | -76.6% | 0.02% | -77.7% |
| Q4 2021 | $1,174,000 | -64.2% | 13,019 | -64.7% | 0.09% | -57.8% |
| Q3 2021 | $3,276,000 | +49.7% | 36,915 | +37.6% | 0.22% | -20.4% |
| Q2 2021 | $2,188,000 | +142.0% | 26,827 | +122.2% | 0.28% | +100.0% |
| Q1 2021 | $904,000 | +8.3% | 12,072 | -1.3% | 0.14% | -1.4% |
| Q4 2020 | $835,000 | +25.9% | 12,237 | +113.4% | 0.14% | +6.8% |
| Q3 2020 | $663,000 | – | 5,734 | – | 0.13% | – |
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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% |