ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 355 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $399,308 | -12.7% | 4,222 | -11.7% | 0.04% | -14.3% |
| Q1 2024 | $457,231 | +11.7% | 4,780 | -0.3% | 0.05% | 0.0% |
| Q4 2023 | $409,392 | -29.2% | 4,793 | -38.0% | 0.05% | -36.4% |
| Q3 2023 | $578,362 | -3.2% | 7,736 | -3.4% | 0.08% | -1.3% |
| Q2 2023 | $597,421 | +5.5% | 8,007 | +0.6% | 0.08% | -1.3% |
| Q1 2023 | $566,221 | +30.9% | 7,959 | +38.9% | 0.08% | +21.5% |
| Q4 2022 | $432,537 | -1.9% | 5,731 | -12.2% | 0.06% | -8.5% |
| Q3 2022 | $441,000 | -53.4% | 6,528 | -51.7% | 0.07% | -45.0% |
| Q2 2022 | $946,000 | +33.4% | 13,520 | +61.2% | 0.13% | +48.3% |
| Q1 2022 | $709,000 | +0.9% | 8,388 | +3.5% | 0.09% | +6.1% |
| Q4 2021 | $703,000 | +3.7% | 8,105 | -1.3% | 0.08% | -3.5% |
| Q3 2021 | $678,000 | -0.6% | 8,210 | -2.5% | 0.08% | -3.4% |
| Q2 2021 | $682,000 | +4.4% | 8,420 | -3.5% | 0.09% | -4.3% |
| Q1 2021 | $653,000 | +20.0% | 8,725 | +7.1% | 0.09% | +10.8% |
| Q4 2020 | $544,000 | – | 8,148 | – | 0.08% | – |
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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% |