ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 344 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.15 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% | – |
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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% |