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 2021 | $9,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | +14.3% | 110 | 0.0% | 0.00% | +100.0% |
| Q4 2020 | $7,000 | +16.7% | 110 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | -85.1% | 55 | -84.9% | 0.00% | -87.5% |
| Q3 2019 | $47,000 | -20.3% | 364 | -27.9% | 0.01% | -38.5% |
| Q2 2019 | $59,000 | +37.2% | 505 | +38.7% | 0.01% | +62.5% |
| Q1 2019 | $43,000 | +10.3% | 364 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $39,000 | -11.4% | 364 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $44,000 | -25.4% | 364 | -27.9% | 0.01% | -30.8% |
| Q2 2018 | $59,000 | 0.0% | 505 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $59,000 | -1.7% | 505 | 0.0% | 0.01% | -7.1% |
| Q4 2017 | $60,000 | – | 505 | – | 0.01% | – |
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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% |