ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,402 | +6.5% | 2,908 | +6.3% | 0.10% | +6.2% |
| Q2 2023 | $204,133 | -52.1% | 2,736 | -51.5% | 0.10% | -52.2% |
| Q4 2022 | $425,953 | +47.4% | 5,644 | +31.9% | 0.20% | +31.4% |
| Q3 2022 | $289,000 | -3.7% | 4,280 | 0.0% | 0.15% | -1.9% |
| Q2 2022 | $300,000 | -17.1% | 4,280 | 0.0% | 0.16% | -7.1% |
| Q1 2022 | $362,000 | +4.0% | 4,280 | +6.7% | 0.17% | +2.4% |
| Q4 2021 | $348,000 | +5.1% | 4,011 | 0.0% | 0.16% | -1.2% |
| Q3 2021 | $331,000 | +1.8% | 4,011 | 0.0% | 0.17% | +0.6% |
| Q2 2021 | $325,000 | +5.5% | 4,011 | -2.6% | 0.16% | -5.2% |
| Q1 2021 | $308,000 | +21.7% | 4,120 | +8.7% | 0.17% | +13.0% |
| Q4 2020 | $253,000 | +17.7% | 3,790 | +100.0% | 0.15% | +8.5% |
| Q3 2020 | $215,000 | -47.8% | 1,895 | -49.3% | 0.14% | -49.3% |
| Q2 2020 | $412,000 | +13.5% | 3,741 | 0.0% | 0.28% | +0.7% |
| Q1 2020 | $363,000 | -29.5% | 3,741 | 0.0% | 0.28% | -39.2% |
| Q4 2019 | $515,000 | – | 3,741 | – | 0.46% | – |
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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% |