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 | $277,210 | -2.7% | 3,708 | -2.9% | 0.07% | -6.5% |
| Q2 2023 | $284,861 | +2.7% | 3,818 | -2.1% | 0.08% | -3.8% |
| Q1 2023 | $277,304 | -25.5% | 3,898 | -20.9% | 0.08% | -32.8% |
| Q4 2022 | $371,992 | +11.0% | 4,929 | -0.5% | 0.12% | 0.0% |
| Q3 2022 | $335,000 | +0.6% | 4,954 | +4.2% | 0.12% | +13.3% |
| Q2 2022 | $333,000 | -11.2% | 4,755 | +7.2% | 0.10% | -4.5% |
| Q1 2022 | $375,000 | +5.0% | 4,435 | +7.8% | 0.11% | +12.2% |
| Q4 2021 | $357,000 | +26.6% | 4,115 | +20.5% | 0.10% | +12.6% |
| Q3 2021 | $282,000 | +6.0% | 3,414 | +4.1% | 0.09% | +2.4% |
| Q2 2021 | $266,000 | – | 3,279 | – | 0.08% | – |
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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% |