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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $382,749 | +4.8% | 5,130 | 0.0% | 0.09% | -3.1% |
| Q1 2023 | $365,205 | -5.7% | 5,130 | 0.0% | 0.10% | -20.0% |
| Q4 2022 | $387,161 | +7.0% | 5,130 | 0.0% | 0.12% | +6.2% |
| Q3 2022 | $362,000 | +0.8% | 5,130 | 0.0% | 0.11% | +1.8% |
| Q2 2022 | $359,000 | -17.3% | 5,130 | 0.0% | 0.11% | +1.8% |
| Q1 2022 | $434,000 | -2.5% | 5,130 | 0.0% | 0.11% | +7.9% |
| Q4 2021 | $445,000 | +5.2% | 5,130 | 0.0% | 0.10% | -1.9% |
| Q3 2021 | $423,000 | +1.7% | 5,130 | 0.0% | 0.10% | +4.0% |
| Q2 2021 | $416,000 | +8.3% | 5,130 | 0.0% | 0.10% | -2.0% |
| Q1 2021 | $384,000 | +12.0% | 5,130 | 0.0% | 0.10% | -6.5% |
| Q4 2020 | $343,000 | +17.9% | 5,130 | +100.0% | 0.11% | +1.9% |
| Q3 2020 | $291,000 | +3.2% | 2,565 | 0.0% | 0.11% | 0.0% |
| Q2 2020 | $282,000 | -42.0% | 2,565 | -48.7% | 0.11% | -52.7% |
| Q1 2020 | $486,000 | -64.7% | 5,000 | -50.0% | 0.22% | -13.2% |
| Q4 2019 | $1,378,000 | +114.0% | 10,000 | +100.0% | 0.26% | -10.7% |
| Q3 2019 | $644,000 | – | 5,000 | – | 0.29% | – |
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% |