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 | $242,941 | -10.4% | 3,250 | -10.6% | 0.00% | -20.0% |
| Q2 2023 | $271,213 | +103022.8% | 3,635 | -1.7% | 0.01% | 0.0% |
| Q1 2023 | $263 | -23.8% | 3,699 | -19.1% | 0.01% | -44.4% |
| Q4 2022 | $345 | -99.9% | 4,570 | -16.4% | 0.01% | -25.0% |
| Q3 2022 | $369,000 | -38.0% | 5,466 | -35.7% | 0.01% | -36.8% |
| Q2 2022 | $595,000 | -48.9% | 8,497 | -38.3% | 0.02% | -47.2% |
| Q1 2022 | $1,164,000 | +62.8% | 13,770 | +67.0% | 0.04% | +71.4% |
| Q4 2021 | $715,000 | +215.0% | 8,244 | +199.7% | 0.02% | +200.0% |
| Q3 2021 | $227,000 | +10.7% | 2,751 | +8.9% | 0.01% | 0.0% |
| Q2 2021 | $205,000 | – | 2,526 | – | 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% |