ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $506,873 | -7.0% | 6,780 | -7.2% | 0.04% | -6.8% |
| Q2 2023 | $544,877 | -32.6% | 7,303 | -35.7% | 0.04% | -36.2% |
| Q1 2023 | $808,506 | +94131.5% | 11,365 | 0.0% | 0.07% | -12.7% |
| Q4 2022 | $858 | -99.9% | 11,365 | 0.0% | 0.08% | -1.2% |
| Q3 2022 | $768,000 | -3.4% | 11,365 | 0.0% | 0.08% | +12.7% |
| Q2 2022 | $795,000 | -18.8% | 11,365 | -1.9% | 0.07% | -10.1% |
| Q1 2022 | $979,000 | -2.5% | 11,580 | 0.0% | 0.08% | -3.7% |
| Q4 2021 | $1,004,000 | – | 11,580 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellett Wealth Advisors, LLC | 134,702 | $11,386,000 | 8.99% |
| First Citizens Financial Corp | 62,303 | $5,266,000 | 3.95% |
| HC Advisors, LLC | 54,865 | $4,638,000 | 2.94% |
| Stillwater Capital Advisors, LLC | 210,117 | $17,761,000 | 2.85% |
| ETFIDEA, LLC | 76,938 | $6,503,569 | 2.81% |
| BEAM WEALTH ADVISORS, INC. | 27,753 | $2,346,000 | 2.70% |
| Magnus Financial Group LLC | 184,312 | $15,580,000 | 2.60% |
| Sowa Financial Group, Inc. | 43,724 | $3,696,000 | 2.22% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 41,549 | $3,512,000 | 2.08% |
| Somerset Group LLC | 33,023 | $2,791,000 | 2.00% |