ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 229 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $235,480 | +13.9% | 3,310 | +20.8% | 0.01% | +8.3% |
| Q4 2022 | $206,743 | +36.9% | 2,740 | +22.9% | 0.01% | +20.0% |
| Q3 2022 | $151,000 | -3.2% | 2,229 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $156,000 | -24.6% | 2,220 | -9.6% | 0.01% | -23.1% |
| Q1 2022 | $207,000 | 0.0% | 2,456 | +2.6% | 0.01% | 0.0% |
| Q4 2021 | $207,000 | +5.1% | 2,394 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $197,000 | +3.7% | 2,388 | +2.1% | 0.01% | -7.1% |
| Q2 2021 | $190,000 | +4.4% | 2,340 | -3.5% | 0.01% | -12.5% |
| Q1 2021 | $182,000 | +12.3% | 2,426 | +0.2% | 0.02% | +6.7% |
| Q4 2020 | $162,000 | -41.1% | 2,420 | -7.2% | 0.02% | -21.1% |
| Q3 2020 | $275,000 | +89.7% | 2,608 | +97.4% | 0.02% | 0.0% |
| Q2 2020 | $145,000 | +16.0% | 1,321 | +3.0% | 0.02% | -13.6% |
| Q1 2020 | $125,000 | -24.7% | 1,282 | +6.3% | 0.02% | +4.8% |
| Q4 2019 | $166,000 | +14.5% | 1,206 | +6.8% | 0.02% | -8.7% |
| Q3 2019 | $145,000 | +2.1% | 1,129 | +0.2% | 0.02% | -17.9% |
| Q2 2019 | $142,000 | -43.2% | 1,127 | -46.2% | 0.03% | -49.1% |
| Q4 2017 | $250,000 | – | 2,095 | – | 0.06% | – |
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% |