ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $31,858 | +4.9% | 427 | 0.0% | 0.07% | +11.5% |
| Q1 2023 | $30,377 | -5.7% | 427 | 0.0% | 0.06% | -16.4% |
| Q4 2022 | $32,226 | -91.7% | 427 | -92.2% | 0.07% | -86.0% |
| Q2 2022 | $389,000 | -14.7% | 5,473 | +0.3% | 0.52% | +67.6% |
| Q1 2022 | $456,000 | -4.4% | 5,456 | -3.8% | 0.31% | +141.9% |
| Q4 2021 | $477,000 | +8.9% | 5,669 | +9.0% | 0.13% | +4.0% |
| Q3 2021 | $438,000 | +13.2% | 5,201 | +9.9% | 0.12% | -21.0% |
| Q2 2021 | $387,000 | -84.4% | 4,732 | -79.0% | 0.16% | -85.0% |
| Q2 2020 | $2,484,000 | +3.3% | 22,534 | +29.2% | 1.05% | +19.4% |
| Q4 2019 | $2,405,000 | – | 17,447 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellett Wealth Advisors, LLC | 122,085 | $10,583,000 | 8.10% |
| First Citizens Financial Corp | 59,337 | $5,144,000 | 3.76% |
| HC Advisors, LLC | 56,984 | $4,940,000 | 3.03% |
| Paragon Wealth Strategies, LLC | 134,774 | $11,684,000 | 2.82% |
| Magnus Financial Group LLC | 171,216 | $14,843,000 | 2.82% |
| ETFIDEA, LLC | 76,600 | $6,640,454 | 2.67% |
| BEAM WEALTH ADVISORS, INC. | 26,175 | $2,269,000 | 2.60% |
| Stillwater Capital Advisors, LLC | 174,315 | $15,111,000 | 2.30% |
| GDS Wealth Management | 105,788 | $9,171,000 | 2.05% |
| Somerset Group LLC | 33,465 | $2,901,000 | 1.96% |