ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 290 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $20,242 | +14.2% | 237 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $17,718 | +0.2% | 237 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $17,683 | -64.7% | 237 | -66.4% | 0.00% | -71.4% |
| Q1 2023 | $50,154 | -5.7% | 705 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $53,206 | +11.7% | 705 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $47,623 | -3.5% | 705 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $49,336 | -17.2% | 705 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $59,594 | – | 705 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Wealth, LLC | 56,640 | $6,691,000 | 5.30% |
| Stillwater Capital Advisors, LLC | 99,954 | $11,808,000 | 2.57% |
| Somerset Group LLC | 20,983 | $2,479,000 | 2.08% |
| CIM, LLC | 40,330 | $4,764,000 | 1.75% |
| Madden Advisory Services, Inc. | 24,876 | $2,938,000 | 1.57% |
| PETTYJOHN, WOOD & WHITE, INC | 31,715 | $3,746,000 | 1.22% |
| PATTEN & PATTEN INC/TN | 84,421 | $9,973,000 | 1.09% |
| Pettinga Financial Advisors LLC | 15,520 | $1,833,000 | 0.98% |
| AFT, FORSYTH & COMPANY, INC. | 7,913 | $935,000 | 0.81% |
| DAGCO, INC. | 5,500 | $650,000 | 0.70% |