ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561,971 | -30.3% | 7,517 | -30.4% | 0.36% | -26.7% |
| Q2 2023 | $805,788 | -14.2% | 10,800 | -18.2% | 0.49% | -19.0% |
| Q1 2023 | $938,692 | +16.7% | 13,195 | +23.8% | 0.61% | +13.3% |
| Q4 2022 | $804,435 | +38.5% | 10,659 | +24.0% | 0.54% | +31.8% |
| Q3 2022 | $581,000 | -3.5% | 8,594 | -0.2% | 0.41% | -0.7% |
| Q2 2022 | $602,000 | -29.3% | 8,608 | -14.5% | 0.41% | -14.1% |
| Q1 2022 | $851,000 | +1.7% | 10,067 | +2.8% | 0.48% | +8.4% |
| Q4 2021 | $837,000 | +9.3% | 9,794 | +15.4% | 0.44% | +17.1% |
| Q3 2021 | $766,000 | +10.5% | 8,484 | +1.1% | 0.38% | +1.9% |
| Q2 2021 | $693,000 | +8.8% | 8,392 | +2.1% | 0.37% | -1.1% |
| Q1 2021 | $637,000 | +15.2% | 8,217 | -0.7% | 0.37% | +6.3% |
| Q4 2020 | $553,000 | +13.8% | 8,277 | +100.0% | 0.35% | +0.3% |
| Q3 2020 | $486,000 | -35.4% | 4,139 | -39.4% | 0.35% | -45.5% |
| Q2 2020 | $752,000 | -5.9% | 6,830 | -10.9% | 0.64% | -19.6% |
| Q1 2020 | $799,000 | -32.9% | 7,662 | -11.4% | 0.80% | -26.1% |
| Q4 2019 | $1,191,000 | – | 8,646 | – | 1.08% | – |
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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% |