ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $901,903 | +2.4% | 12,064 | +2.2% | 0.38% | +8.4% |
| Q2 2023 | $880,845 | +5.0% | 11,806 | +0.1% | 0.35% | -0.9% |
| Q1 2023 | $839,167 | -7.5% | 11,796 | -1.9% | 0.35% | -11.8% |
| Q4 2022 | $907,073 | +12.0% | 12,019 | +0.3% | 0.40% | +7.3% |
| Q3 2022 | $810,000 | -5.4% | 11,989 | -2.1% | 0.37% | +1.1% |
| Q2 2022 | $856,000 | -17.6% | 12,243 | -0.4% | 0.37% | -2.9% |
| Q1 2022 | $1,039,000 | -2.7% | 12,287 | -0.2% | 0.38% | +5.0% |
| Q4 2021 | $1,068,000 | +0.7% | 12,315 | -4.2% | 0.36% | -5.3% |
| Q3 2021 | $1,061,000 | -12.2% | 12,850 | -13.8% | 0.38% | -3.3% |
| Q2 2021 | $1,208,000 | -4.4% | 14,906 | -11.6% | 0.39% | -7.3% |
| Q1 2021 | $1,263,000 | +8.0% | 16,858 | -3.7% | 0.42% | +6.3% |
| Q4 2020 | $1,169,000 | +8.6% | 17,500 | +84.5% | 0.40% | -1.0% |
| Q3 2020 | $1,076,000 | -1.0% | 9,484 | -3.9% | 0.40% | -7.2% |
| Q2 2020 | $1,087,000 | +7.4% | 9,870 | -5.1% | 0.43% | -7.3% |
| Q1 2020 | $1,012,000 | -31.6% | 10,398 | -3.2% | 0.47% | -18.1% |
| Q4 2019 | $1,480,000 | +4.7% | 10,743 | -2.2% | 0.57% | -1.0% |
| Q3 2019 | $1,414,000 | +0.6% | 10,988 | -1.9% | 0.58% | -2.0% |
| Q2 2019 | $1,406,000 | +3.3% | 11,196 | -2.8% | 0.59% | -1.7% |
| Q1 2019 | $1,361,000 | +9.5% | 11,520 | -1.4% | 0.60% | -2.8% |
| Q4 2018 | $1,243,000 | -16.5% | 11,685 | -4.6% | 0.62% | -7.1% |
| Q3 2018 | $1,488,000 | +3.4% | 12,251 | -0.2% | 0.66% | -0.3% |
| Q2 2018 | $1,439,000 | -1.0% | 12,281 | -0.4% | 0.66% | -1.0% |
| Q1 2018 | $1,453,000 | – | 12,329 | – | 0.67% | – |
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% |