ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |