ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,857,519 | -26.2% | 51,599 | -26.4% | 0.21% | -21.8% |
| Q2 2023 | $5,228,822 | +42.0% | 70,082 | +35.5% | 0.27% | +38.3% |
| Q1 2023 | $3,682,241 | +108.6% | 51,732 | +121.2% | 0.20% | +83.2% |
| Q4 2022 | $1,765,018 | -61.3% | 23,387 | -65.4% | 0.11% | -66.2% |
| Q3 2022 | $4,561,000 | +560.1% | 67,526 | +583.3% | 0.32% | +509.6% |
| Q2 2022 | $691,000 | +106.9% | 9,883 | +150.5% | 0.05% | +92.6% |
| Q1 2022 | $334,000 | +475.9% | 3,946 | +466.1% | 0.03% | +440.0% |
| Q3 2021 | $58,000 | -36.3% | 697 | -38.1% | 0.01% | -28.6% |
| Q2 2021 | $91,000 | -1.1% | 1,126 | -8.8% | 0.01% | -12.5% |
| Q1 2021 | $92,000 | -89.0% | 1,234 | -90.1% | 0.01% | -90.0% |
| Q4 2020 | $835,000 | +1570.0% | 12,500 | +3025.0% | 0.08% | +900.0% |
| Q2 2019 | $50,000 | -88.5% | 400 | -90.2% | 0.01% | -91.2% |
| Q4 2018 | $433,000 | – | 4,070 | – | 0.09% | – |
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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% |