ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $532,904 | +9.3% | 7,129 | +9.1% | 0.01% | -12.5% |
| Q2 2023 | $487,443 | -13.3% | 6,534 | -17.3% | 0.01% | -20.0% |
| Q1 2023 | $562,170 | -10.1% | 7,902 | -4.6% | 0.01% | -16.7% |
| Q4 2022 | $625,272 | +16.4% | 8,286 | +4.5% | 0.01% | 0.0% |
| Q3 2022 | $537,000 | -3.6% | 7,930 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $557,000 | -17.8% | 7,930 | -1.2% | 0.01% | +33.3% |
| Q1 2022 | $678,000 | +227.5% | 8,025 | +235.5% | 0.01% | +80.0% |
| Q4 2021 | $207,000 | -49.6% | 2,392 | -51.9% | 0.01% | -50.0% |
| Q3 2021 | $411,000 | -1.0% | 4,978 | -2.8% | 0.01% | -33.3% |
| Q2 2021 | $415,000 | +42.6% | 5,122 | +17.2% | 0.02% | -25.0% |
| Q4 2020 | $291,000 | – | 4,370 | – | 0.02% | – |
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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% |