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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 40 | +100.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 20 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | -66.7% | 20 | -71.4% | 0.00% | -66.7% |
| Q2 2019 | $9,000 | +12.5% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | – | 70 | – | 0.00% | – |
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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% |