ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,554,795 | +578.1% | 6,559 | +29.9% | 1.32% | +604.3% |
| Q2 2023 | $376,781 | -16.2% | 5,050 | -20.1% | 0.19% | -22.4% |
| Q1 2023 | $449,605 | -27.5% | 6,320 | -23.1% | 0.24% | -33.6% |
| Q4 2022 | $620,363 | +3.7% | 8,220 | -7.2% | 0.36% | -3.5% |
| Q3 2022 | $598,000 | -4.0% | 8,854 | -0.6% | 0.38% | +17.1% |
| Q2 2022 | $623,000 | -16.3% | 8,904 | -1.1% | 0.32% | -5.0% |
| Q1 2022 | $744,000 | -4.4% | 9,004 | +0.3% | 0.34% | +10.5% |
| Q4 2021 | $778,000 | +0.3% | 8,973 | -4.5% | 0.31% | -8.1% |
| Q3 2021 | $776,000 | +2.4% | 9,398 | +0.5% | 0.33% | -1.2% |
| Q2 2021 | $758,000 | +8.6% | 9,354 | +0.4% | 0.34% | -2.9% |
| Q1 2021 | $698,000 | +9.7% | 9,320 | -2.1% | 0.35% | -1.7% |
| Q4 2020 | $636,000 | +19.3% | 9,520 | +102.6% | 0.35% | -1.7% |
| Q3 2020 | $533,000 | +0.9% | 4,700 | -1.9% | 0.36% | -32.4% |
| Q2 2020 | $528,000 | +11.6% | 4,790 | -1.5% | 0.53% | +3.3% |
| Q1 2020 | $473,000 | -32.2% | 4,865 | -3.9% | 0.51% | -16.7% |
| Q4 2019 | $698,000 | +3.3% | 5,065 | -3.5% | 0.62% | -8.7% |
| Q3 2019 | $676,000 | -2.2% | 5,250 | -4.5% | 0.68% | -6.9% |
| Q2 2019 | $691,000 | +6.3% | 5,500 | 0.0% | 0.73% | +3.6% |
| Q1 2019 | $650,000 | +10.5% | 5,500 | -0.5% | 0.70% | -4.0% |
| Q4 2018 | $588,000 | – | 5,525 | – | 0.73% | – |
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% |