ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 231 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,894 | +0.2% | 440 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $32,828 | +4.9% | 440 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $31,302 | -5.7% | 440 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $33,207 | +10.7% | 440 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -3.2% | 440 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $31,000 | -18.4% | 440 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $38,000 | 0.0% | 440 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $38,000 | +52.0% | 440 | +45.7% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | +4.2% | 302 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | +4.3% | 302 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | -72.0% | 302 | -53.5% | 0.00% | -87.5% |
| Q2 2019 | $82,000 | -1.2% | 650 | -7.1% | 0.01% | -11.1% |
| Q1 2019 | $83,000 | -12.6% | 700 | -22.2% | 0.01% | -30.8% |
| Q4 2018 | $95,000 | -59.4% | 900 | -53.4% | 0.01% | -55.2% |
| Q3 2018 | $234,000 | +19.4% | 1,930 | +14.9% | 0.03% | +3.6% |
| Q2 2018 | $196,000 | -1.0% | 1,680 | 0.0% | 0.03% | -9.7% |
| Q1 2018 | $198,000 | +1.5% | 1,680 | +3.1% | 0.03% | -3.1% |
| Q4 2017 | $195,000 | -3.9% | 1,630 | -8.4% | 0.03% | -8.6% |
| Q3 2017 | $203,000 | +4.1% | 1,780 | 0.0% | 0.04% | -5.4% |
| Q2 2017 | $195,000 | -47.6% | 1,780 | -50.0% | 0.04% | 0.0% |
| Q1 2017 | $372,000 | +933.3% | 3,560 | +917.1% | 0.04% | +362.5% |
| Q4 2016 | $36,000 | – | 350 | – | 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% |