ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 229 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.70 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,790,000 | -24.0% | 27,499 | -29.0% | 0.03% | -29.7% |
| Q3 2019 | $4,989,000 | -18.4% | 38,738 | -20.3% | 0.04% | -21.3% |
| Q2 2019 | $6,111,000 | +187.7% | 48,634 | +171.0% | 0.05% | +176.5% |
| Q1 2019 | $2,124,000 | -7.4% | 17,946 | -16.6% | 0.02% | -26.1% |
| Q4 2018 | $2,293,000 | -23.2% | 21,525 | -12.4% | 0.02% | -23.3% |
| Q3 2018 | $2,986,000 | +1.5% | 24,570 | -2.1% | 0.03% | -25.0% |
| Q2 2018 | $2,942,000 | -41.1% | 25,086 | -40.8% | 0.04% | -42.0% |
| Q1 2018 | $4,997,000 | +45.3% | 42,396 | +47.2% | 0.07% | +50.0% |
| Q4 2017 | $3,438,000 | +30.8% | 28,793 | +22.8% | 0.05% | +12.2% |
| Q3 2017 | $2,629,000 | +0.2% | 23,451 | -3.9% | 0.04% | -10.9% |
| Q2 2017 | $2,625,000 | -47.4% | 24,406 | -49.1% | 0.05% | -54.5% |
| Q1 2017 | $4,988,000 | -7.8% | 47,942 | -10.1% | 0.10% | -17.2% |
| Q4 2016 | $5,411,000 | +93.7% | 53,344 | +71.8% | 0.12% | +82.1% |
| Q3 2016 | $2,794,000 | +203.0% | 31,043 | +188.3% | 0.07% | +179.2% |
| Q2 2016 | $922,000 | – | 10,768 | – | 0.02% | – |
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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% |