ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 287 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,808 | +30.1% | 3,810 | +29.8% | 0.03% | +8.0% |
| Q2 2023 | $218,952 | -23.7% | 2,935 | -22.9% | 0.02% | -34.2% |
| Q4 2022 | $287,139 | +21.7% | 3,805 | +8.9% | 0.04% | +5.6% |
| Q3 2022 | $236,000 | +8.3% | 3,493 | +12.0% | 0.04% | +12.5% |
| Q2 2022 | $218,000 | -21.3% | 3,120 | -4.7% | 0.03% | -11.1% |
| Q1 2022 | $277,000 | +31.3% | 3,275 | +34.5% | 0.04% | +28.6% |
| Q4 2021 | $211,000 | +41.6% | 2,435 | +34.7% | 0.03% | +33.3% |
| Q3 2021 | $149,000 | +8.0% | 1,808 | +5.9% | 0.02% | +23.5% |
| Q2 2021 | $138,000 | +53.3% | 1,708 | +41.6% | 0.02% | +13.3% |
| Q1 2021 | $90,000 | +16.9% | 1,206 | +4.6% | 0.02% | -6.2% |
| Q4 2020 | $77,000 | -99.9% | 1,153 | +100.5% | 0.02% | -52.9% |
| Q3 2020 | $67,551,000 | +6.0% | 575 | +0.5% | 0.03% | -2.9% |
| Q2 2020 | $63,700,000 | +1184.0% | 572 | +1021.6% | 0.04% | +1066.7% |
| Q1 2020 | $4,961,000 | -31.9% | 51 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $7,287,000 | – | 51 | – | 0.00% | – |
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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% |