ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q2 2022. 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 | 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% |