ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 274 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $406,000 | +48.2% | 4,685 | +40.9% | 0.10% | +41.4% |
| Q3 2021 | $274,000 | +36.3% | 3,325 | +34.3% | 0.07% | +29.6% |
| Q2 2021 | $201,000 | -1.5% | 2,475 | -18.9% | 0.05% | -26.0% |
| Q4 2020 | $204,000 | -19.4% | 3,050 | +32.6% | 0.07% | -40.2% |
| Q2 2020 | $253,000 | -64.0% | 2,300 | -68.2% | 0.12% | -74.3% |
| Q1 2020 | $703,000 | -64.3% | 7,225 | -49.5% | 0.47% | -54.9% |
| Q4 2019 | $1,970,000 | +2.2% | 14,300 | -4.5% | 1.05% | +1.2% |
| Q3 2019 | $1,927,000 | +0.2% | 14,970 | -2.3% | 1.04% | +3.9% |
| Q2 2019 | $1,924,000 | +5.0% | 15,320 | -1.3% | 1.00% | +1.9% |
| Q1 2019 | $1,833,000 | +30.5% | 15,520 | +17.5% | 0.98% | +6.2% |
| Q4 2018 | $1,405,000 | – | 13,205 | – | 0.92% | – |
Download | ||||||
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% |