ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 232 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,291 | -19.9% | 1,009 | -19.9% | 0.02% | -19.0% |
| Q2 2023 | $93,943 | -66.4% | 1,259 | -68.0% | 0.02% | -69.1% |
| Q1 2023 | $279,489 | -33.2% | 3,929 | -29.1% | 0.07% | -33.3% |
| Q4 2022 | $418,377 | +9.8% | 5,544 | -1.8% | 0.10% | +2.0% |
| Q3 2022 | $381,000 | -4.8% | 5,647 | +0.0% | 0.10% | +2.0% |
| Q2 2022 | $400,000 | -13.4% | 5,645 | +3.3% | 0.10% | +6.5% |
| Q1 2022 | $462,000 | +6.0% | 5,464 | +8.7% | 0.09% | -4.2% |
| Q4 2021 | $436,000 | -0.5% | 5,025 | -5.2% | 0.10% | -6.8% |
| Q3 2021 | $438,000 | +11.5% | 5,301 | +9.3% | 0.10% | +10.8% |
| Q2 2021 | $393,000 | +7.4% | 4,851 | -0.6% | 0.09% | -3.1% |
| Q1 2021 | $366,000 | -4.2% | 4,882 | -14.7% | 0.10% | -11.1% |
| Q4 2020 | $382,000 | -14.5% | 5,724 | +45.2% | 0.11% | -28.0% |
| Q3 2020 | $447,000 | -14.5% | 3,941 | -17.0% | 0.15% | -12.8% |
| Q2 2020 | $523,000 | -10.1% | 4,748 | -20.6% | 0.17% | -31.2% |
| Q1 2020 | $582,000 | +26.0% | 5,980 | +76.1% | 0.25% | +98.4% |
| Q4 2019 | $462,000 | +5.0% | 3,395 | -0.6% | 0.13% | +5.9% |
| Q3 2019 | $440,000 | -25.0% | 3,414 | -27.1% | 0.12% | -27.0% |
| Q2 2019 | $587,000 | +511.5% | 4,681 | +478.6% | 0.16% | +270.5% |
| Q1 2019 | $96,000 | – | 809 | – | 0.04% | – |
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% |