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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,873 | +0.2% | 266 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $19,834 | +5.3% | 266 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $18,839 | -5.3% | 265 | +0.4% | 0.01% | -12.5% |
| Q4 2022 | $19,890 | +10.5% | 264 | +1.1% | 0.01% | -11.1% |
| Q3 2022 | $18,000 | 0.0% | 261 | 0.0% | 0.01% | +28.6% |
| Q2 2022 | $18,000 | -18.2% | 261 | +0.4% | 0.01% | -12.5% |
| Q1 2022 | $22,000 | 0.0% | 260 | +0.4% | 0.01% | -11.1% |
| Q4 2021 | $22,000 | +4.8% | 259 | +0.8% | 0.01% | 0.0% |
| Q3 2021 | $21,000 | 0.0% | 257 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $21,000 | +10.5% | 257 | +0.8% | 0.01% | 0.0% |
| Q1 2021 | $19,000 | +11.8% | 255 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | +21.4% | 255 | +100.8% | 0.01% | +12.5% |
| Q3 2020 | $14,000 | 0.0% | 127 | +0.8% | 0.01% | -11.1% |
| Q2 2020 | $14,000 | +16.7% | 126 | +0.8% | 0.01% | -10.0% |
| Q1 2020 | $12,000 | -29.4% | 125 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $17,000 | – | 125 | – | 0.01% | – |
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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% |