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 | $209,552 | -0.9% | 2,803 | -1.1% | 0.01% | 0.0% |
| Q2 2023 | $211,370 | +3.3% | 2,833 | -1.5% | 0.01% | -8.3% |
| Q1 2023 | $204,670 | -11.1% | 2,877 | -5.7% | 0.01% | -14.3% |
| Q4 2022 | $230,259 | +9.6% | 3,051 | -1.9% | 0.01% | 0.0% |
| Q3 2022 | $210,000 | -3.7% | 3,110 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $218,000 | -17.1% | 3,110 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $263,000 | -2.6% | 3,110 | 0.0% | 0.02% | +7.1% |
| Q4 2021 | $270,000 | -47.5% | 3,110 | -50.0% | 0.01% | -6.7% |
| Q3 2021 | $514,000 | +104.0% | 6,220 | +100.0% | 0.02% | 0.0% |
| Q2 2021 | $252,000 | +8.2% | 3,110 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $233,000 | – | 3,110 | – | 0.02% | – |
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% |