ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,350,410 | -5.0% | 84,930 | -5.2% | 0.01% | -25.0% |
| Q2 2023 | $6,685,013 | +9.2% | 89,585 | +4.2% | 0.01% | 0.0% |
| Q1 2023 | $6,119,061 | -21.1% | 86,010 | -16.2% | 0.01% | -25.0% |
| Q4 2022 | $7,751,741 | +10.7% | 102,693 | -0.9% | 0.02% | 0.0% |
| Q3 2022 | $7,002,000 | -15.5% | 103,615 | -12.4% | 0.02% | -11.1% |
| Q2 2022 | $8,288,000 | -8.3% | 118,347 | +8.7% | 0.02% | 0.0% |
| Q1 2022 | $9,042,000 | -17.0% | 108,879 | -13.3% | 0.02% | -14.3% |
| Q4 2021 | $10,888,000 | -2.6% | 125,557 | -7.3% | 0.02% | -8.7% |
| Q3 2021 | $11,184,000 | +9.7% | 135,433 | +7.7% | 0.02% | +4.5% |
| Q2 2021 | $10,194,000 | +38.5% | 125,766 | +28.0% | 0.02% | +22.2% |
| Q1 2021 | $7,358,000 | +36.6% | 98,268 | +21.8% | 0.02% | +28.6% |
| Q4 2020 | $5,386,000 | +17.7% | 80,659 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $4,575,000 | +13.9% | 40,321 | +10.7% | 0.01% | +7.7% |
| Q2 2020 | $4,015,000 | +27.4% | 36,422 | +5.8% | 0.01% | 0.0% |
| Q1 2020 | $3,151,000 | – | 34,421 | – | 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% |