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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $217,308 | -9.5% | 2,879 | +1.5% | 0.10% | -2.0% |
| Q1 2022 | $240,000 | -2.0% | 2,837 | +0.4% | 0.10% | -2.9% |
| Q4 2021 | $245,000 | +5.6% | 2,826 | +0.7% | 0.10% | +7.4% |
| Q3 2021 | $232,000 | +2.2% | 2,805 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $227,000 | +0.9% | 2,805 | -6.5% | 0.10% | -2.1% |
| Q1 2021 | $225,000 | +12.5% | 3,001 | 0.0% | 0.10% | 0.0% |
| Q4 2020 | $200,000 | -1.5% | 3,001 | +104.0% | 0.10% | -53.8% |
| Q4 2019 | $203,000 | -88.2% | 1,471 | +1.3% | 0.21% | +12.3% |
| Q1 2019 | $1,715,000 | +885.6% | 1,452 | +1.5% | 0.19% | +15.4% |
| Q3 2018 | $174,000 | +4.2% | 1,431 | +0.4% | 0.16% | +2.5% |
| Q2 2018 | $167,000 | – | 1,425 | – | 0.16% | – |
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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% |