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 | $53,674 | -4.8% | 718 | -5.0% | 0.03% | 0.0% |
| Q2 2023 | $56,402 | +5.3% | 756 | +0.4% | 0.03% | -2.9% |
| Q1 2023 | $53,573 | -5.3% | 753 | +0.5% | 0.03% | -19.0% |
| Q4 2022 | $56,564 | +13.1% | 749 | +0.9% | 0.04% | +13.5% |
| Q3 2022 | $50,000 | -3.8% | 742 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $52,000 | -16.1% | 742 | +0.4% | 0.04% | +2.8% |
| Q1 2022 | $62,000 | -3.1% | 739 | +0.4% | 0.04% | +2.9% |
| Q4 2021 | $64,000 | +6.7% | 736 | +0.8% | 0.04% | -2.8% |
| Q3 2021 | $60,000 | +1.7% | 730 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $59,000 | +9.3% | 730 | +0.6% | 0.04% | 0.0% |
| Q1 2021 | $54,000 | +12.5% | 726 | 0.0% | 0.04% | +5.9% |
| Q4 2020 | $48,000 | +17.1% | 726 | +100.6% | 0.03% | 0.0% |
| Q3 2020 | $41,000 | +2.5% | 362 | +0.6% | 0.03% | -10.5% |
| Q2 2020 | $40,000 | +14.3% | 360 | +1.1% | 0.04% | -7.3% |
| Q1 2020 | $35,000 | -28.6% | 356 | 0.0% | 0.04% | -10.9% |
| Q4 2019 | $49,000 | – | 356 | – | 0.05% | – |
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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% |