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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $313,941 | +15311.9% | 4,413 | -83.7% | 0.00% | -80.0% |
| Q4 2022 | $2,037 | -99.9% | 26,994 | +0.6% | 0.01% | 0.0% |
| Q3 2022 | $1,812,000 | -42.8% | 26,830 | -40.8% | 0.01% | -44.4% |
| Q2 2022 | $3,170,000 | +29.3% | 45,296 | +56.2% | 0.01% | +50.0% |
| Q1 2022 | $2,451,000 | +0.4% | 28,998 | +3.0% | 0.01% | 0.0% |
| Q4 2021 | $2,442,000 | +4.4% | 28,164 | -0.6% | 0.01% | 0.0% |
| Q3 2021 | $2,339,000 | +3.7% | 28,338 | +1.9% | 0.01% | 0.0% |
| Q2 2021 | $2,255,000 | +19.9% | 27,819 | +10.7% | 0.01% | +20.0% |
| Q1 2021 | $1,881,000 | +463.2% | 25,121 | +813.8% | 0.01% | +150.0% |
| Q3 2018 | $334,000 | +44.6% | 2,749 | +39.2% | 0.00% | 0.0% |
| Q2 2018 | $231,000 | – | 1,975 | – | 0.00% | – |
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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% |