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 | $7,478,494 | -9.6% | 100,033 | -9.8% | 0.16% | -11.5% |
| Q2 2023 | $8,271,229 | +5.6% | 110,860 | +0.7% | 0.18% | -0.5% |
| Q1 2023 | $7,834,339 | +17.9% | 110,126 | +25.1% | 0.18% | -4.7% |
| Q4 2022 | $6,645,457 | +24.6% | 88,054 | +11.5% | 0.19% | -2.5% |
| Q3 2022 | $5,335,000 | -4.9% | 78,981 | -1.5% | 0.20% | -17.8% |
| Q2 2022 | $5,609,000 | -18.2% | 80,150 | -1.2% | 0.24% | -6.9% |
| Q1 2022 | $6,857,000 | +1.3% | 81,123 | +3.9% | 0.26% | +8.4% |
| Q4 2021 | $6,766,000 | +6.3% | 78,047 | +1.2% | 0.24% | -5.2% |
| Q3 2021 | $6,363,000 | +5.3% | 77,084 | +3.4% | 0.25% | +1.2% |
| Q2 2021 | $6,040,000 | +9.8% | 74,524 | +1.5% | 0.25% | -3.1% |
| Q1 2021 | $5,499,000 | +12.0% | 73,442 | -0.2% | 0.26% | +0.4% |
| Q4 2020 | $4,911,000 | +20.2% | 73,556 | +104.4% | 0.26% | -9.2% |
| Q3 2020 | $4,085,000 | -1.4% | 35,995 | -4.3% | 0.28% | -5.7% |
| Q2 2020 | $4,145,000 | +15.6% | 37,631 | +2.1% | 0.30% | -6.0% |
| Q1 2020 | $3,587,000 | -20.1% | 36,872 | +13.1% | 0.32% | -10.2% |
| Q4 2019 | $4,492,000 | +7.2% | 32,603 | +0.2% | 0.35% | -5.9% |
| Q3 2019 | $4,190,000 | +480.3% | 32,547 | +466.0% | 0.38% | +571.4% |
| Q2 2019 | $722,000 | +408.5% | 5,750 | +379.2% | 0.06% | +166.7% |
| Q1 2019 | $142,000 | +1928.6% | 1,200 | +1900.0% | 0.02% | +950.0% |
| Q3 2018 | $7,000 | 0.0% | 60 | 0.0% | 0.00% | +100.0% |
| Q2 2018 | $7,000 | 0.0% | 60 | 0.0% | 0.00% | -50.0% |
| Q1 2018 | $7,000 | 0.0% | 60 | 0.0% | 0.00% | +100.0% |
| Q4 2017 | $7,000 | +16.7% | 60 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $6,000 | – | 60 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 59,051 | $4,786,000 | 3.62% |
| HC Advisors, LLC | 68,774 | $5,574,000 | 3.43% |
| Magnus Financial Group LLC | 153,112 | $12,410,000 | 2.70% |
| Stillwater Capital Advisors, LLC | 166,864 | $13,524,000 | 2.24% |
| Somerset Group LLC | 34,777 | $2,819,000 | 2.01% |
| Sowa Financial Group, Inc. | 31,519 | $2,555,000 | 1.89% |
| BEAM WEALTH ADVISORS, INC. | 25,057 | $2,031,000 | 1.75% |
| WJ Wealth Management, LLC | 5,393 | $437,000 | 1.35% |
| CIM, LLC | 97,948 | $8,234,000 | 1.34% |
| HCR Wealth Advisors | 94,314 | $7,644,000 | 1.33% |