ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 287 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $191,386 | -13.3% | 2,560 | -13.5% | 0.13% | -8.3% |
| Q2 2023 | $220,846 | +4.9% | 2,960 | 0.0% | 0.14% | -1.4% |
| Q1 2023 | $210,574 | -57.6% | 2,960 | -55.0% | 0.15% | -59.3% |
| Q4 2022 | $496,592 | +11.8% | 6,580 | 0.0% | 0.36% | +1.4% |
| Q3 2022 | $444,000 | -3.5% | 6,580 | 0.0% | 0.36% | +2.6% |
| Q2 2022 | $460,000 | -17.9% | 6,580 | -0.6% | 0.35% | -1.1% |
| Q1 2022 | $560,000 | -2.4% | 6,620 | 0.0% | 0.35% | +2.6% |
| Q4 2021 | $574,000 | +1.4% | 6,620 | -3.5% | 0.34% | -7.3% |
| Q3 2021 | $566,000 | +1.8% | 6,860 | 0.0% | 0.37% | -3.1% |
| Q2 2021 | $556,000 | +8.2% | 6,860 | 0.0% | 0.38% | +35.1% |
| Q1 2021 | $514,000 | +12.2% | 6,860 | 0.0% | 0.28% | +5.6% |
| Q4 2020 | $458,000 | +17.7% | 6,860 | +100.0% | 0.27% | +6.4% |
| Q3 2020 | $389,000 | +2.9% | 3,430 | 0.0% | 0.25% | -4.2% |
| Q2 2020 | $378,000 | -4.8% | 3,430 | -16.3% | 0.26% | -19.6% |
| Q1 2020 | $397,000 | -30.0% | 4,100 | 0.0% | 0.33% | -14.2% |
| Q4 2019 | $567,000 | +7.2% | 4,100 | 0.0% | 0.38% | +1.6% |
| Q3 2019 | $529,000 | +2.7% | 4,100 | 0.0% | 0.37% | -11.0% |
| Q2 2019 | $515,000 | +6.4% | 4,100 | 0.0% | 0.42% | +8.0% |
| Q1 2019 | $484,000 | +11.0% | 4,100 | 0.0% | 0.39% | +2.4% |
| Q4 2018 | $436,000 | -12.4% | 4,100 | 0.0% | 0.38% | +0.3% |
| Q3 2018 | $498,000 | +3.1% | 4,100 | 0.0% | 0.38% | -3.8% |
| Q2 2018 | $483,000 | 0.0% | 4,100 | 0.0% | 0.39% | -7.7% |
| Q1 2018 | $483,000 | – | 4,100 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 59,051 | $4,786,000 | 3.62% |
| HC Advisors, LLC | 68,774 | $5,574,000 | 3.43% |
| Magnus Financial Group LLC | 153,112 | $12,410,000 | 2.70% |
| Stillwater Capital Advisors, LLC | 166,864 | $13,524,000 | 2.24% |
| Somerset Group LLC | 34,777 | $2,819,000 | 2.01% |
| Sowa Financial Group, Inc. | 31,519 | $2,555,000 | 1.89% |
| BEAM WEALTH ADVISORS, INC. | 25,057 | $2,031,000 | 1.75% |
| WJ Wealth Management, LLC | 5,393 | $437,000 | 1.35% |
| CIM, LLC | 97,948 | $8,234,000 | 1.34% |
| HCR Wealth Advisors | 94,314 | $7,644,000 | 1.33% |