ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 304 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,321 | +0.2% | 3,870 | 0.0% | 0.19% | +7.2% |
| Q2 2023 | $288,740 | +4.9% | 3,870 | 0.0% | 0.18% | -3.2% |
| Q1 2023 | $275,311 | -5.1% | 3,870 | 0.0% | 0.19% | -16.5% |
| Q4 2022 | $289,979 | +8.6% | 3,870 | 0.0% | 0.22% | +7.7% |
| Q3 2022 | $267,000 | -1.8% | 3,870 | 0.0% | 0.21% | +6.1% |
| Q2 2022 | $272,000 | -17.8% | 3,870 | 0.0% | 0.20% | -3.4% |
| Q1 2022 | $331,000 | -22.7% | 3,870 | -21.7% | 0.20% | -19.4% |
| Q4 2021 | $428,000 | +4.1% | 4,942 | 0.0% | 0.25% | +0.4% |
| Q3 2021 | $411,000 | -2.4% | 4,942 | -4.9% | 0.25% | -2.3% |
| Q2 2021 | $421,000 | -47.2% | 5,198 | -51.1% | 0.26% | -48.1% |
| Q1 2021 | $798,000 | +9.8% | 10,636 | -1.6% | 0.50% | +11.2% |
| Q4 2020 | $727,000 | -3.8% | 10,808 | +62.3% | 0.44% | -15.9% |
| Q3 2020 | $756,000 | -6.6% | 6,660 | -9.4% | 0.53% | -36.3% |
| Q2 2020 | $809,000 | +1.3% | 7,349 | -3.8% | 0.83% | 0.0% |
| Q1 2020 | $799,000 | -26.4% | 7,636 | -3.0% | 0.83% | -0.8% |
| Q4 2019 | $1,085,000 | – | 7,875 | – | 0.84% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 71,300 | $5,330,388 | 3.76% |
| HC Advisors, LLC | 61,287 | $4,581,816 | 2.72% |
| ETFIDEA, LLC | 84,252 | $6,298,670 | 2.68% |
| Somerset Group LLC | 28,574 | $2,136,192 | 2.01% |
| Magnus Financial Group LLC | 172,772 | $12,916,461 | 1.88% |
| GDS Wealth Management | 151,485 | $11,325,019 | 1.78% |
| Vahanian & Associates Financial Planning Inc. | 5,735 | $428,749 | 1.38% |
| DAGCO, INC. | 6,559 | $2,554,795 | 1.32% |
| Navis Wealth Advisors, LLC | 10,999 | $822,285 | 1.19% |
| AFT, FORSYTH & COMPANY, INC. | 18,771 | $1,403,343 | 1.03% |