ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $661 | +0.2% | 8,845 | 0.0% | 0.64% | +7.7% |
| Q2 2023 | $660 | +4.9% | 8,845 | 0.0% | 0.60% | +0.8% |
| Q1 2023 | $629 | -5.8% | 8,845 | 0.0% | 0.59% | -9.2% |
| Q4 2022 | $668 | -99.9% | 8,845 | 0.0% | 0.65% | +5.9% |
| Q3 2022 | $597,000 | -3.6% | 8,845 | 0.0% | 0.62% | +1.7% |
| Q2 2022 | $619,000 | -17.2% | 8,845 | 0.0% | 0.60% | -2.4% |
| Q1 2022 | $748,000 | -2.5% | 8,845 | 0.0% | 0.62% | +2.6% |
| Q4 2021 | $767,000 | +7.1% | 8,845 | +2.0% | 0.60% | -2.1% |
| Q3 2021 | $716,000 | -26.1% | 8,670 | -27.4% | 0.62% | -33.9% |
| Q2 2021 | $969,000 | +8.3% | 11,950 | 0.0% | 0.93% | +5.5% |
| Q1 2021 | $895,000 | -43.9% | 11,950 | -50.0% | 0.88% | +7.5% |
| Q4 2020 | $1,596,000 | +135.4% | 23,900 | +300.0% | 0.82% | +3.3% |
| Q3 2020 | $678,000 | -4.0% | 5,975 | -6.8% | 0.80% | -11.5% |
| Q2 2020 | $706,000 | -12.0% | 6,410 | -22.3% | 0.90% | -24.9% |
| Q1 2020 | $802,000 | -25.1% | 8,245 | +6.1% | 1.20% | +11.9% |
| Q4 2019 | $1,071,000 | – | 7,770 | – | 1.07% | – |
Download | ||||||
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% |