ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 348 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $566,947 | -3.4% | 5,995 | -2.3% | 0.31% | -5.2% |
| Q1 2024 | $586,908 | +62.6% | 6,136 | +45.2% | 0.33% | +150.4% |
| Q4 2023 | $360,857 | +16.7% | 4,225 | +2.2% | 0.13% | +28.4% |
| Q3 2023 | $309,207 | -51.0% | 4,136 | -51.1% | 0.10% | -17.1% |
| Q2 2023 | $631,204 | +3.0% | 8,460 | -1.8% | 0.12% | -1.6% |
| Q1 2023 | $612,706 | -21.5% | 8,613 | -16.7% | 0.12% | -25.1% |
| Q4 2022 | $780,168 | +100.6% | 10,337 | +79.5% | 0.17% | +83.5% |
| Q3 2022 | $389,000 | -1.8% | 5,759 | +1.8% | 0.09% | +12.3% |
| Q2 2022 | $396,000 | -14.5% | 5,659 | +3.2% | 0.08% | +5.2% |
| Q1 2022 | $463,000 | +35.8% | 5,481 | +39.5% | 0.08% | +40.0% |
| Q4 2021 | $341,000 | – | 3,930 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 70,216 | $5,299,230 | 5.12% |
| HC Advisors, LLC | 80,900 | $6,105,523 | 4.17% |
| First Citizens Financial Corp | 62,140 | $4,690 | 4.05% |
| New Millennium Group LLC | 43,946 | $3,316,654 | 3.54% |
| Stillwater Capital Advisors, LLC | 203,737 | $15,376,029 | 3.24% |
| ETFIDEA, LLC | 81,927 | $6,183,050 | 2.86% |
| BEAM WEALTH ADVISORS, INC. | 34,622 | $2,612,907 | 2.72% |
| Somerset Group LLC | 32,695 | $2,467,492 | 2.18% |
| Magnus Financial Group LLC | 164,013 | $12,378,029 | 2.02% |
| GDS Wealth Management | 132,061 | $9,966,644 | 1.90% |