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 | $7,390,167 | -1.2% | 98,852 | -1.4% | 0.89% | +2.4% |
| Q2 2023 | $7,478,096 | +7.3% | 100,229 | +2.3% | 0.86% | +1.9% |
| Q1 2023 | $6,970,756 | +0.2% | 97,959 | +6.2% | 0.85% | -2.9% |
| Q4 2022 | $6,959,106 | +7.1% | 92,210 | -4.2% | 0.87% | -3.1% |
| Q3 2022 | $6,500,000 | +1.1% | 96,222 | +4.8% | 0.90% | -37.9% |
| Q2 2022 | $6,427,000 | -9.1% | 91,839 | +9.8% | 1.45% | +72.8% |
| Q1 2022 | $7,067,000 | +41.0% | 83,606 | +44.6% | 0.84% | +39.2% |
| Q4 2021 | $5,011,000 | +20.5% | 57,803 | +14.7% | 0.60% | +8.8% |
| Q3 2021 | $4,159,000 | +9.9% | 50,378 | +7.9% | 0.56% | -33.4% |
| Q2 2021 | $3,785,000 | +21.0% | 46,703 | +11.8% | 0.83% | +9.3% |
| Q1 2021 | $3,127,000 | +20.4% | 41,763 | +7.4% | 0.76% | +13.2% |
| Q4 2020 | $2,597,000 | +31.1% | 38,896 | +122.8% | 0.67% | +8.9% |
| Q3 2020 | $1,981,000 | +3.0% | 17,456 | 0.0% | 0.62% | -7.3% |
| Q2 2020 | $1,923,000 | +18.2% | 17,456 | +4.4% | 0.67% | -5.1% |
| Q1 2020 | $1,627,000 | -34.2% | 16,721 | -6.9% | 0.70% | -21.8% |
| Q4 2019 | $2,474,000 | – | 17,959 | – | 0.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellett Wealth Advisors, LLC | 122,085 | $10,583,000 | 8.10% |
| First Citizens Financial Corp | 59,337 | $5,144,000 | 3.76% |
| HC Advisors, LLC | 56,984 | $4,940,000 | 3.03% |
| Paragon Wealth Strategies, LLC | 134,774 | $11,684,000 | 2.82% |
| Magnus Financial Group LLC | 171,216 | $14,843,000 | 2.82% |
| ETFIDEA, LLC | 76,600 | $6,640,454 | 2.67% |
| BEAM WEALTH ADVISORS, INC. | 26,175 | $2,269,000 | 2.60% |
| Stillwater Capital Advisors, LLC | 174,315 | $15,111,000 | 2.30% |
| GDS Wealth Management | 105,788 | $9,171,000 | 2.05% |
| Somerset Group LLC | 33,465 | $2,901,000 | 1.96% |