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 | $5,330,388 | -4.2% | 71,300 | -4.4% | 3.76% | -0.6% |
| Q2 2023 | $5,562,996 | +118514.0% | 74,561 | +20.0% | 3.78% | -6.6% |
| Q4 2022 | $4,690 | -99.9% | 62,140 | -0.7% | 4.05% | -2.7% |
| Q3 2022 | $4,228,000 | -3.3% | 62,595 | +0.2% | 4.16% | +8.0% |
| Q2 2022 | $4,371,000 | -17.0% | 62,457 | +0.2% | 3.85% | -2.5% |
| Q1 2022 | $5,266,000 | +2.4% | 62,303 | +5.0% | 3.95% | +5.1% |
| Q4 2021 | $5,144,000 | +2.6% | 59,337 | -2.3% | 3.76% | -6.0% |
| Q3 2021 | $5,012,000 | +4.7% | 60,710 | +2.8% | 4.00% | +10.5% |
| Q2 2021 | $4,786,000 | +8.8% | 59,051 | +0.5% | 3.62% | +0.9% |
| Q1 2021 | $4,399,000 | +8.7% | 58,751 | -4.1% | 3.59% | +1.6% |
| Q4 2020 | $4,048,000 | +17.2% | 61,248 | +101.2% | 3.53% | +3.3% |
| Q3 2020 | $3,454,000 | +2.3% | 30,441 | -0.7% | 3.42% | -3.0% |
| Q2 2020 | $3,376,000 | +13.2% | 30,652 | -0.0% | 3.52% | -10.1% |
| Q1 2020 | $2,983,000 | -28.6% | 30,662 | +1.1% | 3.92% | -5.0% |
| Q4 2019 | $4,177,000 | – | 30,318 | – | 4.12% | – |
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% |