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 2022 | $270,000 | -3.6% | 4,000 | 0.0% | 0.15% | -4.4% |
| Q2 2022 | $280,000 | -57.5% | 4,000 | -48.7% | 0.16% | -47.3% |
| Q1 2022 | $659,000 | -0.5% | 7,800 | +2.1% | 0.30% | +2.7% |
| Q4 2021 | $662,000 | +4.9% | 7,640 | 0.0% | 0.29% | +3.9% |
| Q3 2021 | $631,000 | -3.8% | 7,640 | -5.6% | 0.28% | +2.9% |
| Q2 2021 | $656,000 | +5.1% | 8,090 | -2.9% | 0.27% | -1.4% |
| Q1 2021 | $624,000 | +0.2% | 8,330 | -10.7% | 0.28% | -9.8% |
| Q4 2020 | $623,000 | – | 9,330 | – | 0.31% | – |
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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% |