ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,019 | +0.2% | 4,401 | 0.0% | 0.14% | +0.7% |
| Q2 2023 | $328,359 | +4.9% | 4,401 | 0.0% | 0.14% | +47.8% |
| Q1 2023 | $313,087 | +79973.4% | 4,401 | -15.1% | 0.09% | -22.7% |
| Q4 2022 | $391 | -99.9% | 5,183 | 0.0% | 0.12% | +7.2% |
| Q3 2022 | $350,000 | -3.6% | 5,183 | 0.0% | 0.11% | +37.0% |
| Q2 2022 | $363,000 | -17.1% | 5,183 | 0.0% | 0.08% | 0.0% |
| Q1 2022 | $438,000 | -2.4% | 5,183 | 0.0% | 0.08% | -31.9% |
| Q4 2021 | $449,000 | +13.4% | 5,183 | +8.0% | 0.12% | +63.0% |
| Q3 2021 | $396,000 | +1.8% | 4,798 | 0.0% | 0.07% | +2.8% |
| Q2 2021 | $389,000 | +8.4% | 4,798 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $359,000 | +12.2% | 4,798 | 0.0% | 0.07% | +6.0% |
| Q4 2020 | $320,000 | +17.6% | 4,798 | +100.0% | 0.07% | +11.7% |
| Q3 2020 | $272,000 | – | 2,399 | – | 0.06% | – |
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% |