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 ↓ |
|---|---|---|---|
| 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% |