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 | $403,704 | +0.2% | 5,400 | 0.0% | 0.04% | +5.9% |
| Q2 2023 | $402,894 | +3.9% | 5,400 | -0.9% | 0.03% | +3.0% |
| Q1 2023 | $387,713 | -14.4% | 5,450 | -9.2% | 0.03% | -15.4% |
| Q4 2022 | $452,820 | +7.3% | 6,000 | -4.0% | 0.04% | 0.0% |
| Q3 2022 | $422,000 | -17.6% | 6,250 | -14.5% | 0.04% | -13.3% |
| Q2 2022 | $512,000 | -21.7% | 7,310 | -5.5% | 0.04% | -8.2% |
| Q1 2022 | $654,000 | -8.4% | 7,735 | -6.1% | 0.05% | -2.0% |
| Q4 2021 | $714,000 | +5.0% | 8,235 | 0.0% | 0.05% | +2.0% |
| Q3 2021 | $680,000 | +1.8% | 8,235 | 0.0% | 0.05% | +2.1% |
| Q2 2021 | $668,000 | +8.1% | 8,235 | -0.3% | 0.05% | +2.1% |
| Q1 2021 | $618,000 | +11.6% | 8,260 | -0.6% | 0.05% | +6.8% |
| Q4 2020 | $554,000 | +17.6% | 8,310 | +100.0% | 0.04% | +12.8% |
| Q3 2020 | $471,000 | +0.4% | 4,155 | -2.4% | 0.04% | 0.0% |
| Q2 2020 | $469,000 | +37.5% | 4,255 | +21.4% | 0.04% | +30.0% |
| Q1 2020 | $341,000 | -27.8% | 3,505 | +2.2% | 0.03% | -28.6% |
| Q4 2019 | $472,000 | +7.0% | 3,430 | 0.0% | 0.04% | -2.3% |
| Q3 2019 | $441,000 | +0.9% | 3,430 | -1.4% | 0.04% | +2.4% |
| Q2 2019 | $437,000 | +6.1% | 3,480 | 0.0% | 0.04% | +5.0% |
| Q1 2019 | $412,000 | +95.3% | 3,480 | +75.8% | 0.04% | +66.7% |
| Q4 2018 | $211,000 | -9.8% | 1,980 | +2.6% | 0.02% | +4.3% |
| Q3 2018 | $234,000 | -1.3% | 1,929 | -4.9% | 0.02% | +4.5% |
| Q2 2018 | $237,000 | -9.2% | 2,029 | -8.6% | 0.02% | -4.3% |
| Q1 2018 | $261,000 | -1.9% | 2,219 | -0.2% | 0.02% | -14.8% |
| Q4 2017 | $266,000 | +4.3% | 2,223 | -2.2% | 0.03% | +3.8% |
| Q3 2017 | $255,000 | 0.0% | 2,273 | -4.2% | 0.03% | -10.3% |
| Q2 2017 | $255,000 | +3.2% | 2,373 | 0.0% | 0.03% | +7.4% |
| Q1 2017 | $247,000 | – | 2,373 | – | 0.03% | – |
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% |