ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 232 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $895,000 | +1.8% | 10,842 | 0.0% | 0.09% | +1.1% |
| Q2 2021 | $879,000 | +8.3% | 10,842 | 0.0% | 0.09% | +2.3% |
| Q1 2021 | $812,000 | +12.2% | 10,842 | 0.0% | 0.09% | -1.1% |
| Q4 2020 | $724,000 | +17.7% | 10,842 | +100.0% | 0.09% | +2.4% |
| Q3 2020 | $615,000 | +3.0% | 5,421 | 0.0% | 0.08% | -6.6% |
| Q2 2020 | $597,000 | +13.3% | 5,421 | 0.0% | 0.09% | -9.0% |
| Q1 2020 | $527,000 | -29.5% | 5,421 | 0.0% | 0.10% | -18.7% |
| Q4 2019 | $747,000 | +7.0% | 5,421 | 0.0% | 0.12% | -2.4% |
| Q3 2019 | $698,000 | +2.5% | 5,421 | 0.0% | 0.13% | -3.8% |
| Q2 2019 | $681,000 | +6.4% | 5,421 | 0.0% | 0.13% | -3.0% |
| Q1 2019 | $640,000 | +10.9% | 5,421 | 0.0% | 0.14% | -15.1% |
| Q4 2018 | $577,000 | -12.3% | 5,421 | 0.0% | 0.16% | +6.7% |
| Q3 2018 | $658,000 | -0.8% | 5,421 | -4.1% | 0.15% | -10.8% |
| Q2 2018 | $663,000 | -0.5% | 5,655 | 0.0% | 0.17% | +5.0% |
| Q1 2018 | $666,000 | -1.3% | 5,655 | 0.0% | 0.16% | -2.5% |
| Q4 2017 | $675,000 | +6.5% | 5,655 | 0.0% | 0.16% | +0.6% |
| Q3 2017 | $634,000 | +4.3% | 5,655 | 0.0% | 0.16% | -4.7% |
| Q2 2017 | $608,000 | +5.9% | 5,655 | 0.0% | 0.17% | -4.5% |
| Q1 2017 | $574,000 | 0.0% | 5,655 | 0.0% | 0.18% | 0.0% |
| Q4 2016 | $574,000 | -12.2% | 5,655 | -22.2% | 0.18% | -14.4% |
| Q3 2016 | $654,000 | -10.9% | 7,270 | -14.9% | 0.21% | -18.4% |
| Q2 2016 | $734,000 | +1.5% | 8,545 | 0.0% | 0.26% | -14.1% |
| Q1 2016 | $723,000 | +0.6% | 8,545 | 0.0% | 0.30% | -13.2% |
| Q3 2015 | $719,000 | – | 8,545 | – | 0.34% | – |
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% |