ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 290 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.17 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 | 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% |