ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $566,754 | -55.6% | 7,581 | -55.7% | 0.02% | -54.3% |
| Q2 2023 | $1,275,606 | +12.4% | 17,097 | +7.2% | 0.04% | +2.9% |
| Q1 2023 | $1,134,753 | -6.7% | 15,951 | -1.0% | 0.03% | -15.0% |
| Q4 2022 | $1,215,896 | +140.3% | 16,111 | +115.2% | 0.04% | +110.5% |
| Q3 2022 | $506,000 | -5.1% | 7,488 | -1.5% | 0.02% | -5.0% |
| Q2 2022 | $533,000 | -36.2% | 7,604 | -23.2% | 0.02% | -25.9% |
| Q1 2022 | $836,000 | -10.9% | 9,896 | -8.5% | 0.03% | -12.9% |
| Q4 2021 | $938,000 | -6.6% | 10,815 | -11.1% | 0.03% | -20.5% |
| Q3 2021 | $1,004,000 | -7.9% | 12,167 | -9.5% | 0.04% | -7.1% |
| Q2 2021 | $1,090,000 | -24.8% | 13,450 | -30.5% | 0.04% | -32.3% |
| Q1 2021 | $1,450,000 | +1.6% | 19,358 | -9.4% | 0.06% | -6.1% |
| Q4 2020 | $1,427,000 | +27.2% | 21,367 | +116.2% | 0.07% | +13.8% |
| Q3 2020 | $1,122,000 | -18.5% | 9,884 | -21.0% | 0.06% | -25.6% |
| Q2 2020 | $1,377,000 | +202.0% | 12,507 | +167.2% | 0.08% | +143.8% |
| Q1 2020 | $456,000 | -29.6% | 4,681 | -0.4% | 0.03% | -11.1% |
| Q4 2019 | $648,000 | +7.1% | 4,701 | 0.0% | 0.04% | -2.7% |
| Q3 2019 | $605,000 | -8.7% | 4,701 | -10.9% | 0.04% | -9.8% |
| Q2 2019 | $663,000 | -1.2% | 5,278 | -7.0% | 0.04% | -4.7% |
| Q1 2019 | $671,000 | -61.0% | 5,678 | -64.9% | 0.04% | -66.1% |
| Q4 2018 | $1,722,000 | +756.7% | 16,181 | +863.2% | 0.13% | +807.1% |
| Q4 2017 | $201,000 | -13.0% | 1,680 | -35.7% | 0.01% | -41.7% |
| Q4 2015 | $231,000 | – | 2,611 | – | 0.02% | – |
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% |