ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 190 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,013 | -39.5% | 137 | -38.3% | 0.00% | 0.0% |
| Q2 2023 | $16,563 | -26.7% | 222 | -31.1% | 0.00% | 0.0% |
| Q1 2023 | $22,607 | +11.3% | 322 | +19.7% | 0.00% | 0.0% |
| Q4 2022 | $20,304 | +1.5% | 269 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $20,000 | +122.2% | 269 | +103.8% | 0.00% | +100.0% |
| Q2 2022 | $9,000 | -10.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | +25.0% | 132 | +32.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | -58.8% | 100 | -20.0% | 0.00% | -66.7% |
| Q4 2019 | $17,000 | -66.7% | 125 | -68.4% | 0.00% | -62.5% |
| Q3 2019 | $51,000 | -44.0% | 396 | -45.6% | 0.01% | -52.9% |
| Q2 2019 | $91,000 | -16.5% | 728 | -20.8% | 0.02% | -34.6% |
| Q1 2019 | $109,000 | -30.1% | 919 | -37.5% | 0.03% | -35.0% |
| Q4 2018 | $156,000 | -81.6% | 1,470 | -79.0% | 0.04% | -79.2% |
| Q3 2018 | $849,000 | -15.7% | 6,987 | -18.7% | 0.19% | -24.7% |
| Q2 2018 | $1,007,000 | +14.4% | 8,593 | +15.1% | 0.26% | +4.9% |
| Q1 2018 | $880,000 | +71.2% | 7,467 | +73.4% | 0.24% | +72.3% |
| Q4 2017 | $514,000 | +52.5% | 4,307 | +43.3% | 0.14% | +1.4% |
| Q3 2017 | $337,000 | +11.2% | 3,006 | +6.7% | 0.14% | -2.1% |
| Q2 2017 | $303,000 | +71.2% | 2,816 | +65.6% | 0.14% | +43.4% |
| Q1 2017 | $177,000 | +941.2% | 1,700 | +936.6% | 0.10% | +800.0% |
| Q4 2016 | $17,000 | – | 164 | – | 0.01% | – |
Download | ||||||
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% |