ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 292 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $180,629 | +107.1% | 1,910 | +109.4% | 0.00% | – |
| Q1 2024 | $87,233 | -65.1% | 912 | -68.9% | 0.00% | – |
| Q4 2023 | $250,251 | -4.0% | 2,930 | -15.9% | 0.00% | -100.0% |
| Q3 2023 | $260,613 | -74.7% | 3,486 | -77.1% | 0.00% | -75.0% |
| Q2 2023 | $1,028,835 | +392.4% | 15,242 | +419.0% | 0.00% | +300.0% |
| Q1 2023 | $208,938 | -55.0% | 2,937 | -52.3% | 0.00% | -50.0% |
| Q4 2022 | $464,820 | -43.7% | 6,159 | -49.6% | 0.00% | -60.0% |
| Q3 2022 | $826,000 | +694.2% | 12,232 | +721.5% | 0.01% | +400.0% |
| Q2 2022 | $104,000 | -54.2% | 1,489 | -44.6% | 0.00% | -50.0% |
| Q1 2022 | $227,000 | -98.4% | 2,686 | -98.4% | 0.00% | -98.2% |
| Q4 2021 | $14,129,000 | +290.0% | 162,988 | +271.4% | 0.11% | +142.2% |
| Q3 2021 | $3,623,000 | -61.3% | 43,883 | -62.0% | 0.04% | -57.9% |
| Q2 2021 | $9,364,000 | +93.0% | 115,531 | +78.2% | 0.11% | +39.0% |
| Q1 2021 | $4,853,000 | -37.2% | 64,822 | -44.0% | 0.08% | -30.0% |
| Q4 2020 | $7,727,000 | -24.6% | 115,731 | +28.2% | 0.11% | -24.7% |
| Q3 2020 | $10,246,000 | +38.9% | 90,285 | +34.8% | 0.15% | +35.2% |
| Q2 2020 | $7,379,000 | +140.2% | 67,001 | +112.2% | 0.11% | -14.3% |
| Q1 2020 | $3,072,000 | +486.3% | 31,579 | +730.8% | 0.13% | +687.5% |
| Q4 2019 | $524,000 | – | 3,801 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 70,216 | $5,299,230 | 5.12% |
| HC Advisors, LLC | 80,900 | $6,105,523 | 4.17% |
| First Citizens Financial Corp | 62,140 | $4,690 | 4.05% |
| New Millennium Group LLC | 43,946 | $3,316,654 | 3.54% |
| Stillwater Capital Advisors, LLC | 203,737 | $15,376,029 | 3.24% |
| ETFIDEA, LLC | 81,927 | $6,183,050 | 2.86% |
| BEAM WEALTH ADVISORS, INC. | 34,622 | $2,612,907 | 2.72% |
| Somerset Group LLC | 32,695 | $2,467,492 | 2.18% |
| Magnus Financial Group LLC | 164,013 | $12,378,029 | 2.02% |
| GDS Wealth Management | 132,061 | $9,966,644 | 1.90% |