ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $680,812 | -71.8% | 9,107 | -71.8% | 0.48% | -71.1% |
| Q2 2023 | $2,413,247 | -4.1% | 32,345 | -8.6% | 1.68% | -33.7% |
| Q1 2023 | $2,517,305 | -3.7% | 35,385 | +2.2% | 2.53% | -7.2% |
| Q4 2022 | $2,612,907 | +32.6% | 34,622 | +18.7% | 2.72% | +24.2% |
| Q3 2022 | $1,970,000 | -1.6% | 29,167 | +1.9% | 2.19% | -1.4% |
| Q2 2022 | $2,003,000 | -14.6% | 28,624 | +3.1% | 2.22% | -17.5% |
| Q1 2022 | $2,346,000 | +3.4% | 27,753 | +6.0% | 2.70% | +3.7% |
| Q4 2021 | $2,269,000 | +7.8% | 26,175 | +2.7% | 2.60% | +43.8% |
| Q3 2021 | $2,105,000 | +3.6% | 25,497 | +1.8% | 1.81% | +3.1% |
| Q2 2021 | $2,031,000 | +27.5% | 25,057 | +17.8% | 1.75% | +23.4% |
| Q1 2021 | $1,593,000 | +15.9% | 21,274 | +3.3% | 1.42% | +9.4% |
| Q4 2020 | $1,375,000 | -2.1% | 20,593 | +66.5% | 1.30% | -1.3% |
| Q3 2020 | $1,404,000 | +2.6% | 12,370 | +0.8% | 1.32% | -4.6% |
| Q2 2020 | $1,369,000 | +43.8% | 12,275 | +25.5% | 1.38% | +46.1% |
| Q1 2020 | $952,000 | – | 9,781 | – | 0.94% | – |
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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% |