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 | $92,816 | +100787.0% | 1,235 | 0.0% | 0.04% | +4.9% |
| Q2 2023 | $92 | +4.5% | 1,235 | 0.0% | 0.04% | -2.4% |
| Q1 2023 | $88 | -18.5% | 1,235 | -13.6% | 0.04% | -25.0% |
| Q4 2022 | $108 | -99.9% | 1,430 | 0.0% | 0.06% | +12.0% |
| Q3 2022 | $97,000 | -3.0% | 1,430 | 0.0% | 0.05% | +2.0% |
| Q2 2022 | $100,000 | -17.4% | 1,430 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $121,000 | -2.4% | 1,430 | 0.0% | 0.05% | +6.5% |
| Q4 2021 | $124,000 | +5.1% | 1,430 | 0.0% | 0.05% | -8.0% |
| Q3 2021 | $118,000 | -0.8% | 1,430 | 0.0% | 0.05% | +2.0% |
| Q2 2021 | $119,000 | +11.2% | 1,430 | 0.0% | 0.05% | -5.8% |
| Q1 2021 | $107,000 | +12.6% | 1,430 | 0.0% | 0.05% | +6.1% |
| Q4 2020 | $95,000 | +2.2% | 1,430 | +100.0% | 0.05% | 0.0% |
| Q3 2020 | $93,000 | +17.7% | 715 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $79,000 | +3.9% | 715 | 0.0% | 0.05% | -3.9% |
| Q1 2020 | $76,000 | -23.2% | 715 | 0.0% | 0.05% | -21.5% |
| Q4 2019 | $99,000 | +7.6% | 715 | 0.0% | 0.06% | -1.5% |
| Q3 2019 | $92,000 | +2.2% | 715 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $90,000 | +7.1% | 715 | 0.0% | 0.07% | +1.5% |
| Q1 2019 | $84,000 | +10.5% | 715 | 0.0% | 0.06% | -1.5% |
| Q4 2018 | $76,000 | -5.0% | 715 | 0.0% | 0.07% | +17.9% |
| Q3 2018 | $80,000 | -9.1% | 715 | 0.0% | 0.06% | 0.0% |
| Q2 2018 | $88,000 | +4.8% | 715 | 0.0% | 0.06% | -5.1% |
| Q1 2018 | $84,000 | -11.6% | 715 | -10.1% | 0.06% | -22.4% |
| Q4 2017 | $95,000 | – | 795 | – | 0.08% | – |
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% |