ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 290 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,161 | +0.2% | 4,122 | 0.0% | 0.08% | +8.0% |
| Q2 2023 | $307,542 | +4.9% | 4,122 | 0.0% | 0.08% | -5.1% |
| Q1 2023 | $293,239 | -5.7% | 4,122 | 0.0% | 0.08% | -15.1% |
| Q4 2022 | $311,087 | +11.9% | 4,122 | 0.0% | 0.09% | +4.5% |
| Q3 2022 | $278,000 | -3.5% | 4,122 | 0.0% | 0.09% | +3.5% |
| Q2 2022 | $288,000 | -17.2% | 4,122 | 0.0% | 0.09% | +3.6% |
| Q1 2022 | $348,000 | -3.6% | 4,122 | 0.0% | 0.08% | +2.5% |
| Q4 2021 | $361,000 | +6.2% | 4,122 | 0.0% | 0.08% | -5.8% |
| Q3 2021 | $340,000 | +1.8% | 4,122 | 0.0% | 0.09% | -3.4% |
| Q2 2021 | $334,000 | +8.1% | 4,122 | 0.0% | 0.09% | -4.3% |
| Q1 2021 | $309,000 | +692.3% | 4,122 | +1372.1% | 0.09% | +564.3% |
| Q4 2019 | $39,000 | – | 280 | – | 0.01% | – |
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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% |