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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $556,513 | +0.2% | 7,444 | 0.0% | 0.02% | -10.5% |
| Q2 2023 | $555,397 | +6.4% | 7,444 | +1.5% | 0.02% | -9.5% |
| Q1 2023 | $521,964 | -5.6% | 7,337 | +0.1% | 0.02% | -25.0% |
| Q4 2022 | $553,074 | +164.6% | 7,328 | +145.8% | 0.03% | +133.3% |
| Q2 2022 | $209,000 | -19.6% | 2,981 | -3.1% | 0.01% | -7.7% |
| Q1 2022 | $260,000 | +16.6% | 3,076 | +19.7% | 0.01% | +18.2% |
| Q4 2021 | $223,000 | +5.2% | 2,570 | +0.2% | 0.01% | -8.3% |
| Q3 2021 | $212,000 | – | 2,565 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 71,300 | $5,330,388 | 3.76% |
| HC Advisors, LLC | 61,287 | $4,581,816 | 2.72% |
| ETFIDEA, LLC | 84,252 | $6,298,670 | 2.68% |
| Somerset Group LLC | 28,574 | $2,136,192 | 2.01% |
| Magnus Financial Group LLC | 172,772 | $12,916,461 | 1.88% |
| GDS Wealth Management | 151,485 | $11,325,019 | 1.78% |
| Vahanian & Associates Financial Planning Inc. | 5,735 | $428,749 | 1.38% |
| DAGCO, INC. | 6,559 | $2,554,795 | 1.32% |
| Navis Wealth Advisors, LLC | 10,999 | $822,285 | 1.19% |
| AFT, FORSYTH & COMPANY, INC. | 18,771 | $1,403,343 | 1.03% |