ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 277 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $18,000 | -10.0% | 224 | -8.2% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +11.1% | 244 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | -33.3% | 244 | -39.6% | 0.00% | -40.0% |
| Q4 2020 | $27,000 | +17.4% | 404 | +100.0% | 0.01% | -16.7% |
| Q3 2020 | $23,000 | +4.5% | 202 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $22,000 | +10.0% | 202 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $20,000 | -39.4% | 202 | -14.8% | 0.01% | -25.0% |
| Q4 2019 | $33,000 | +560.0% | 237 | +492.5% | 0.01% | +700.0% |
| Q3 2019 | $5,000 | -83.3% | 40 | -83.1% | 0.00% | -85.7% |
| Q2 2019 | $30,000 | +7.1% | 237 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $28,000 | -22.2% | 237 | -29.7% | 0.01% | -22.2% |
| Q4 2018 | $36,000 | -12.2% | 337 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $41,000 | +2.5% | 337 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $40,000 | 0.0% | 337 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $40,000 | 0.0% | 337 | 0.0% | 0.01% | -10.0% |
| Q4 2017 | $40,000 | +2.6% | 337 | -4.3% | 0.01% | 0.0% |
| Q3 2017 | $39,000 | -4.9% | 352 | -7.9% | 0.01% | -9.1% |
| Q2 2017 | $41,000 | – | 382 | – | 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% |