ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 287 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $289,835 | -17.7% | 3,547 | -32.0% | 0.06% | -31.2% |
| Q3 2022 | $352,000 | -30.3% | 5,215 | -27.7% | 0.09% | -26.8% |
| Q2 2022 | $505,000 | -29.2% | 7,212 | -14.5% | 0.13% | -17.5% |
| Q1 2022 | $713,000 | +15.0% | 8,439 | +17.6% | 0.15% | +14.1% |
| Q4 2021 | $620,000 | +100.6% | 7,179 | +92.0% | 0.14% | +84.9% |
| Q3 2021 | $309,000 | +3.0% | 3,739 | +1.0% | 0.07% | -5.2% |
| Q2 2021 | $300,000 | -95.1% | 3,701 | -93.2% | 0.08% | -96.4% |
| Q3 2020 | $6,182,000 | -3.3% | 54,473 | -6.1% | 2.12% | -15.0% |
| Q2 2020 | $6,390,000 | – | 58,016 | – | 2.50% | – |
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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% |