ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 287 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,148 | +0.2% | 3,239 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $241,662 | +4.9% | 3,239 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $230,422 | -52.9% | 3,239 | -50.0% | 0.01% | -54.5% |
| Q4 2022 | $488,970 | +11.6% | 6,479 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $438,000 | -35.6% | 6,479 | -33.3% | 0.01% | -25.0% |
| Q2 2022 | $680,000 | -17.3% | 9,719 | 0.0% | 0.02% | -11.1% |
| Q1 2022 | $822,000 | -26.7% | 9,719 | -24.9% | 0.02% | -25.0% |
| Q4 2021 | $1,122,000 | +39.9% | 12,939 | +33.1% | 0.02% | +26.3% |
| Q3 2021 | $802,000 | +1.8% | 9,719 | 0.0% | 0.02% | +5.6% |
| Q2 2021 | $788,000 | +8.2% | 9,719 | 0.0% | 0.02% | -10.0% |
| Q1 2021 | $728,000 | +60.4% | 9,719 | +42.9% | 0.02% | +33.3% |
| Q4 2020 | $454,000 | +17.6% | 6,800 | +100.0% | 0.02% | 0.0% |
| Q3 2020 | $386,000 | +3.2% | 3,400 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $374,000 | -28.9% | 3,400 | -37.0% | 0.02% | -46.4% |
| Q1 2020 | $526,000 | -56.6% | 5,400 | -38.6% | 0.03% | -41.7% |
| Q4 2019 | $1,213,000 | +7.2% | 8,800 | 0.0% | 0.05% | +6.7% |
| Q3 2019 | $1,132,000 | +2.4% | 8,800 | 0.0% | 0.04% | +7.1% |
| Q2 2019 | $1,105,000 | +37.6% | 8,800 | +29.4% | 0.04% | +50.0% |
| Q1 2019 | $803,000 | +5.7% | 6,800 | -4.9% | 0.03% | +3.7% |
| Q4 2018 | $760,000 | -20.8% | 7,150 | -9.5% | 0.03% | 0.0% |
| Q3 2018 | $960,000 | -3.4% | 7,900 | -6.9% | 0.03% | -3.6% |
| Q2 2018 | $994,000 | -0.6% | 8,485 | 0.0% | 0.03% | -3.4% |
| Q1 2018 | $1,000,000 | -1.3% | 8,485 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $1,013,000 | +3.7% | 8,485 | -2.6% | 0.03% | +3.6% |
| Q3 2017 | $977,000 | +4.3% | 8,715 | 0.0% | 0.03% | +7.7% |
| Q2 2017 | $937,000 | -0.3% | 8,715 | -3.6% | 0.03% | +4.0% |
| Q1 2017 | $940,000 | +10.7% | 9,045 | +8.0% | 0.02% | +4.2% |
| Q4 2016 | $849,000 | +33.5% | 8,374 | +18.5% | 0.02% | +26.3% |
| Q3 2016 | $636,000 | +37.7% | 7,064 | +31.3% | 0.02% | +26.7% |
| Q2 2016 | $462,000 | -9.1% | 5,379 | -10.4% | 0.02% | -6.2% |
| Q1 2016 | $508,000 | -63.8% | 6,004 | -62.1% | 0.02% | -56.8% |
| Q4 2015 | $1,404,000 | +3.5% | 15,834 | -1.9% | 0.04% | +8.8% |
| Q3 2015 | $1,357,000 | +14.6% | 16,134 | +22.3% | 0.03% | +36.0% |
| Q2 2015 | $1,184,000 | – | 13,194 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 59,051 | $4,786,000 | 3.62% |
| HC Advisors, LLC | 68,774 | $5,574,000 | 3.43% |
| Magnus Financial Group LLC | 153,112 | $12,410,000 | 2.70% |
| Stillwater Capital Advisors, LLC | 166,864 | $13,524,000 | 2.24% |
| Somerset Group LLC | 34,777 | $2,819,000 | 2.01% |
| Sowa Financial Group, Inc. | 31,519 | $2,555,000 | 1.89% |
| BEAM WEALTH ADVISORS, INC. | 25,057 | $2,031,000 | 1.75% |
| WJ Wealth Management, LLC | 5,393 | $437,000 | 1.35% |
| CIM, LLC | 97,948 | $8,234,000 | 1.34% |
| HCR Wealth Advisors | 94,314 | $7,644,000 | 1.33% |