ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,822 | -14.7% | 3,034 | -14.9% | 0.10% | -11.9% |
| Q2 2023 | $265,985 | -8.4% | 3,565 | -12.7% | 0.11% | -10.7% |
| Q1 2023 | $290,424 | +9.1% | 4,082 | +15.7% | 0.12% | +5.2% |
| Q4 2022 | $266,256 | -7.6% | 3,528 | -17.1% | 0.12% | -14.7% |
| Q3 2022 | $288,000 | -33.5% | 4,257 | -31.2% | 0.14% | -32.3% |
| Q2 2022 | $433,000 | -44.4% | 6,186 | -31.2% | 0.20% | -42.6% |
| Q1 2022 | $779,000 | 0.0% | 8,992 | 0.0% | 0.35% | 0.0% |
| Q4 2021 | $779,000 | -3.7% | 8,992 | -8.3% | 0.35% | -23.1% |
| Q3 2021 | $809,000 | -7.5% | 9,806 | -9.2% | 0.46% | -11.0% |
| Q2 2021 | $875,000 | -70.8% | 10,798 | -72.2% | 0.51% | -73.8% |
| Q1 2021 | $3,000,000 | +41.2% | 38,891 | +25.2% | 1.95% | +6.7% |
| Q4 2020 | $2,125,000 | – | 31,062 | – | 1.83% | – |
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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% |