ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 224 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,409 | +0.2% | 380 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $28,352 | -5.1% | 380 | -9.5% | 0.01% | 0.0% |
| Q1 2023 | $29,879 | -5.7% | 420 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $31,697 | +9.3% | 420 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $29,000 | 0.0% | 420 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $29,000 | -19.4% | 420 | 0.0% | 0.01% | -22.2% |
| Q1 2022 | $36,000 | 0.0% | 420 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $36,000 | +2.9% | 420 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $35,000 | +2.9% | 420 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $34,000 | +9.7% | 420 | -95.7% | 0.01% | 0.0% |
| Q1 2021 | $31,000 | +10.7% | 9,716 | +2213.3% | 0.01% | 0.0% |
| Q4 2020 | $28,000 | +16.7% | 420 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $24,000 | +4.3% | 210 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | +15.0% | 210 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $20,000 | -23.1% | 210 | +10.5% | 0.01% | -18.2% |
| Q4 2019 | $26,000 | – | 190 | – | 0.01% | – |
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% |