ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 232 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,126 | -9.3% | 3,199 | -9.5% | 0.02% | -11.1% |
| Q2 2023 | $263,709 | +11.5% | 3,535 | +6.3% | 0.02% | +5.9% |
| Q1 2023 | $236,441 | -7.1% | 3,324 | -1.5% | 0.02% | -15.0% |
| Q4 2022 | $254,617 | +7.0% | 3,374 | -4.3% | 0.02% | 0.0% |
| Q3 2022 | $238,000 | -8.5% | 3,527 | -5.0% | 0.02% | -9.1% |
| Q2 2022 | $260,000 | -78.9% | 3,712 | -74.6% | 0.02% | -77.6% |
| Q1 2022 | $1,233,000 | -33.2% | 14,587 | -35.5% | 0.10% | -40.2% |
| Q4 2021 | $1,847,000 | -3.8% | 22,629 | -1.3% | 0.16% | +1.2% |
| Q3 2021 | $1,919,000 | +3.9% | 22,923 | +1.3% | 0.16% | -1.2% |
| Q2 2021 | $1,847,000 | +676.1% | 22,629 | +635.2% | 0.16% | +583.3% |
| Q1 2021 | $238,000 | +1.7% | 3,078 | -12.0% | 0.02% | -14.3% |
| Q4 2020 | $234,000 | +8.8% | 3,498 | +88.9% | 0.03% | -3.4% |
| Q3 2020 | $215,000 | -57.9% | 1,852 | -60.1% | 0.03% | -60.3% |
| Q2 2020 | $511,000 | +4158.3% | 4,637 | +4115.5% | 0.07% | +1360.0% |
| Q3 2018 | $12,000 | – | 110 | – | 0.01% | – |
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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% |