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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $967,619 | +43.8% | 12,943 | +43.5% | 0.01% | +33.3% |
| Q2 2023 | $672,758 | -23.9% | 9,017 | -27.4% | 0.01% | -25.0% |
| Q1 2023 | $883,915 | +6.2% | 12,425 | +12.6% | 0.01% | 0.0% |
| Q4 2022 | $832,661 | +57.4% | 11,033 | +40.8% | 0.01% | -27.3% |
| Q3 2022 | $529,000 | -34.6% | 7,837 | -32.2% | 0.01% | -15.4% |
| Q2 2022 | $809,000 | -46.8% | 11,556 | -35.8% | 0.01% | -40.9% |
| Q1 2022 | $1,522,000 | -2.2% | 18,006 | +0.2% | 0.02% | 0.0% |
| Q4 2021 | $1,557,000 | -6.1% | 17,965 | -10.6% | 0.02% | -15.4% |
| Q3 2021 | $1,658,000 | -4.4% | 20,086 | -6.2% | 0.03% | -7.1% |
| Q2 2021 | $1,735,000 | +3.0% | 21,408 | -4.9% | 0.03% | -15.2% |
| Q1 2021 | $1,685,000 | -30.6% | 22,510 | -38.1% | 0.03% | -31.2% |
| Q4 2020 | $2,429,000 | +72.1% | 36,386 | +192.7% | 0.05% | -58.6% |
| Q3 2020 | $1,411,000 | +16.1% | 12,433 | +12.7% | 0.12% | +2.7% |
| Q2 2020 | $1,215,000 | – | 11,032 | – | 0.11% | – |
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% |