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 | $318,400 | -0.6% | 4,259 | -0.8% | 0.02% | -5.9% |
| Q2 2023 | $320,237 | +0.2% | 4,292 | -4.5% | 0.02% | -5.6% |
| Q1 2023 | $319,589 | -8.7% | 4,492 | -3.1% | 0.02% | -18.2% |
| Q4 2022 | $349,904 | +13.2% | 4,636 | +1.4% | 0.02% | -4.3% |
| Q3 2022 | $309,000 | -9.4% | 4,573 | -6.2% | 0.02% | -23.3% |
| Q2 2022 | $341,000 | -18.8% | 4,876 | -1.9% | 0.03% | -6.2% |
| Q1 2022 | $420,000 | -3.0% | 4,969 | -0.5% | 0.03% | 0.0% |
| Q4 2021 | $433,000 | +6.1% | 4,996 | +1.1% | 0.03% | -3.0% |
| Q3 2021 | $408,000 | -81.8% | 4,941 | -82.2% | 0.03% | -76.8% |
| Q2 2021 | $2,246,000 | +465.7% | 27,707 | +422.8% | 0.14% | +389.7% |
| Q1 2021 | $397,000 | -4.6% | 5,300 | -15.0% | 0.03% | -17.1% |
| Q4 2020 | $416,000 | +8.3% | 6,234 | +84.4% | 0.04% | -10.3% |
| Q3 2020 | $384,000 | -26.3% | 3,381 | -28.5% | 0.04% | -45.1% |
| Q2 2020 | $521,000 | -7.3% | 4,728 | -18.2% | 0.07% | -12.3% |
| Q1 2020 | $562,000 | -25.9% | 5,781 | +5.0% | 0.08% | -10.0% |
| Q4 2019 | $758,000 | +5.4% | 5,504 | -1.5% | 0.09% | -8.2% |
| Q3 2019 | $719,000 | +1.0% | 5,587 | -1.4% | 0.10% | -4.9% |
| Q2 2019 | $712,000 | +5.0% | 5,668 | -1.3% | 0.10% | -8.8% |
| Q1 2019 | $678,000 | +11.3% | 5,740 | +0.2% | 0.11% | -3.4% |
| Q4 2018 | $609,000 | -16.0% | 5,728 | -4.0% | 0.12% | -25.5% |
| Q3 2018 | $725,000 | +8.9% | 5,968 | +5.0% | 0.16% | -7.6% |
| Q2 2018 | $666,000 | +10.8% | 5,685 | +9.2% | 0.17% | +5.6% |
| Q1 2018 | $601,000 | +9.5% | 5,204 | +14.5% | 0.16% | +11.0% |
| Q4 2017 | $549,000 | +25.1% | 4,546 | +17.6% | 0.14% | -22.5% |
| Q3 2017 | $439,000 | +139.9% | 3,865 | -13.1% | 0.19% | +110.1% |
| Q2 2017 | $183,000 | +47.6% | 4,449 | +217.8% | 0.09% | +7.2% |
| Q1 2017 | $124,000 | -11.4% | 1,400 | +1.9% | 0.08% | -21.7% |
| Q4 2016 | $140,000 | – | 1,374 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 71,300 | $5,330,388 | 3.76% |
| HC Advisors, LLC | 61,287 | $4,581,816 | 2.72% |
| ETFIDEA, LLC | 84,252 | $6,298,670 | 2.68% |
| Somerset Group LLC | 28,574 | $2,136,192 | 2.01% |
| Magnus Financial Group LLC | 172,772 | $12,916,461 | 1.88% |
| GDS Wealth Management | 151,485 | $11,325,019 | 1.78% |
| Vahanian & Associates Financial Planning Inc. | 5,735 | $428,749 | 1.38% |
| DAGCO, INC. | 6,559 | $2,554,795 | 1.32% |
| Navis Wealth Advisors, LLC | 10,999 | $822,285 | 1.19% |
| AFT, FORSYTH & COMPANY, INC. | 18,771 | $1,403,343 | 1.03% |