ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,455 | +57.4% | 5,423 | +57.1% | 0.00% | +50.0% |
| Q2 2023 | $257,586 | -33.2% | 3,452 | -36.3% | 0.00% | -50.0% |
| Q1 2023 | $385,333 | +16.6% | 5,417 | +23.7% | 0.00% | 0.0% |
| Q4 2022 | $330,554 | +11.7% | 4,379 | -0.1% | 0.00% | 0.0% |
| Q3 2022 | $296,000 | -26.0% | 4,382 | -23.5% | 0.00% | -20.0% |
| Q2 2022 | $400,000 | -23.8% | 5,730 | -7.9% | 0.01% | -16.7% |
| Q1 2022 | $525,000 | +7.4% | 6,219 | +10.1% | 0.01% | +20.0% |
| Q4 2021 | $489,000 | -4.1% | 5,646 | -8.7% | 0.01% | -28.6% |
| Q3 2021 | $510,000 | +2.0% | 6,183 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $500,000 | +2.5% | 6,174 | -5.3% | 0.01% | -12.5% |
| Q1 2021 | $488,000 | +12.4% | 6,519 | +0.1% | 0.01% | -11.1% |
| Q4 2020 | $434,000 | +9.3% | 6,512 | +86.0% | 0.01% | -10.0% |
| Q3 2020 | $397,000 | -2.5% | 3,501 | -5.2% | 0.01% | -16.7% |
| Q2 2020 | $407,000 | +4.9% | 3,693 | -7.5% | 0.01% | -25.0% |
| Q1 2020 | $388,000 | -34.9% | 3,992 | -7.7% | 0.02% | -33.3% |
| Q4 2019 | $596,000 | +54.0% | 4,326 | +43.9% | 0.02% | +20.0% |
| Q3 2019 | $387,000 | +9.9% | 3,007 | +7.0% | 0.02% | 0.0% |
| Q2 2019 | $352,000 | +10.3% | 2,809 | +3.8% | 0.02% | -4.8% |
| Q1 2019 | $319,000 | +13.9% | 2,706 | +2.6% | 0.02% | -25.0% |
| Q4 2018 | $280,000 | -13.8% | 2,638 | -1.3% | 0.03% | -12.5% |
| Q3 2018 | $325,000 | -94.5% | 2,673 | -94.7% | 0.03% | -95.3% |
| Q2 2018 | $5,869,000 | +11.5% | 50,081 | +12.0% | 0.68% | -6.2% |
| Q1 2018 | $5,266,000 | +5.9% | 44,704 | +7.3% | 0.72% | +1.8% |
| Q4 2017 | $4,974,000 | +7.4% | 41,653 | +3.1% | 0.71% | -4.3% |
| Q3 2017 | $4,632,000 | – | 40,397 | – | 0.74% | – |
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% |