ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 344 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,536 | -6.6% | 890 | -6.8% | 0.03% | -3.4% |
| Q2 2023 | $71,253 | +4.9% | 955 | 0.0% | 0.03% | -3.3% |
| Q1 2023 | $67,939 | +94259.7% | 955 | 0.0% | 0.03% | -6.2% |
| Q4 2022 | $72 | -99.9% | 955 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $65,000 | -19.8% | 955 | -17.9% | 0.03% | -11.1% |
| Q2 2022 | $81,000 | -25.0% | 1,163 | -8.6% | 0.04% | -16.3% |
| Q1 2022 | $108,000 | -1.8% | 1,272 | 0.0% | 0.04% | -4.4% |
| Q4 2021 | $110,000 | +19.6% | 1,272 | +13.8% | 0.04% | +12.5% |
| Q3 2021 | $92,000 | +1.1% | 1,118 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $91,000 | +8.3% | 1,118 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $84,000 | +12.0% | 1,118 | 0.0% | 0.04% | +5.1% |
| Q4 2020 | $75,000 | – | 1,118 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellett Wealth Advisors, LLC | 122,085 | $10,583,000 | 8.10% |
| First Citizens Financial Corp | 59,337 | $5,144,000 | 3.76% |
| HC Advisors, LLC | 56,984 | $4,940,000 | 3.03% |
| Paragon Wealth Strategies, LLC | 134,774 | $11,684,000 | 2.82% |
| Magnus Financial Group LLC | 171,216 | $14,843,000 | 2.82% |
| ETFIDEA, LLC | 76,600 | $6,640,454 | 2.67% |
| BEAM WEALTH ADVISORS, INC. | 26,175 | $2,269,000 | 2.60% |
| Stillwater Capital Advisors, LLC | 174,315 | $15,111,000 | 2.30% |
| GDS Wealth Management | 105,788 | $9,171,000 | 2.05% |
| Somerset Group LLC | 33,465 | $2,901,000 | 1.96% |