ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339,336 | +0.2% | 4,539 | 0.0% | 0.08% | +8.2% |
| Q2 2023 | $338,655 | -7.8% | 4,539 | -12.1% | 0.07% | -13.1% |
| Q1 2023 | $367,154 | -5.7% | 5,161 | 0.0% | 0.08% | -9.7% |
| Q4 2022 | $389,501 | +3.9% | 5,161 | -6.9% | 0.09% | -1.1% |
| Q3 2022 | $375,000 | -9.2% | 5,544 | -6.1% | 0.09% | -6.0% |
| Q2 2022 | $413,000 | -17.2% | 5,902 | +0.1% | 0.10% | -2.0% |
| Q1 2022 | $499,000 | -2.3% | 5,899 | 0.0% | 0.10% | +5.2% |
| Q4 2021 | $511,000 | +4.9% | 5,899 | +0.1% | 0.10% | -10.2% |
| Q3 2021 | $487,000 | +6.8% | 5,896 | +4.9% | 0.11% | +4.9% |
| Q2 2021 | $456,000 | +50.5% | 5,622 | +39.1% | 0.10% | +49.3% |
| Q1 2021 | $303,000 | +21.2% | 4,043 | +8.1% | 0.07% | +7.8% |
| Q4 2020 | $250,000 | +17.9% | 3,740 | +100.0% | 0.06% | +1.6% |
| Q3 2020 | $212,000 | +2.9% | 1,870 | 0.0% | 0.06% | -1.6% |
| Q2 2020 | $206,000 | -14.5% | 1,870 | -9.1% | 0.06% | -41.3% |
| Q2 2018 | $241,000 | +13.1% | 2,057 | +13.7% | 0.11% | 0.0% |
| Q1 2018 | $213,000 | +30.7% | 1,809 | +32.6% | 0.11% | +17.2% |
| Q4 2017 | $163,000 | – | 1,364 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellett Wealth Advisors, LLC | 134,702 | $11,386,000 | 8.99% |
| First Citizens Financial Corp | 62,303 | $5,266,000 | 3.95% |
| HC Advisors, LLC | 54,865 | $4,638,000 | 2.94% |
| Stillwater Capital Advisors, LLC | 210,117 | $17,761,000 | 2.85% |
| ETFIDEA, LLC | 76,938 | $6,503,569 | 2.81% |
| BEAM WEALTH ADVISORS, INC. | 27,753 | $2,346,000 | 2.70% |
| Magnus Financial Group LLC | 184,312 | $15,580,000 | 2.60% |
| Sowa Financial Group, Inc. | 43,724 | $3,696,000 | 2.22% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 41,549 | $3,512,000 | 2.08% |
| Somerset Group LLC | 33,023 | $2,791,000 | 2.00% |