ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $232,000 | -68.0% | 3,315 | -61.4% | 0.02% | -65.3% |
| Q1 2022 | $726,000 | -22.1% | 8,584 | -20.1% | 0.05% | -33.8% |
| Q4 2021 | $932,000 | +37.5% | 10,750 | +30.8% | 0.07% | +25.4% |
| Q3 2021 | $678,000 | -4.9% | 8,217 | -6.6% | 0.06% | -6.3% |
| Q2 2021 | $713,000 | +6.1% | 8,802 | -1.9% | 0.06% | -6.0% |
| Q1 2021 | $672,000 | +9.3% | 8,974 | -2.5% | 0.07% | -6.9% |
| Q4 2020 | $615,000 | -64.8% | 9,207 | -40.2% | 0.07% | -69.1% |
| Q3 2020 | $1,748,000 | +683.9% | 15,403 | +852.6% | 0.23% | +703.4% |
| Q4 2019 | $223,000 | +5.7% | 1,617 | -1.2% | 0.03% | -9.4% |
| Q3 2019 | $211,000 | +2.4% | 1,637 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $206,000 | – | 1,637 | – | 0.03% | – |
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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% |