ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 287 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,735,159 | +1.8% | 49,962 | +1.6% | 0.04% | 0.0% |
| Q2 2023 | $3,669,245 | +266.2% | 49,179 | +249.2% | 0.04% | +236.4% |
| Q1 2023 | $1,002,015 | -8.7% | 14,085 | -3.1% | 0.01% | +10.0% |
| Q4 2022 | $1,097,183 | -99.9% | 14,538 | -49.9% | 0.01% | 0.0% |
| Q3 2022 | $980,980,000 | +100307.4% | 29,030 | +108.0% | 0.01% | 0.0% |
| Q2 2022 | $977,000 | -17.4% | 13,959 | -0.3% | 0.01% | -16.7% |
| Q1 2022 | $1,183,000 | -0.5% | 13,998 | +2.1% | 0.01% | 0.0% |
| Q4 2021 | $1,189,000 | +4.5% | 13,714 | -0.5% | 0.01% | +9.1% |
| Q3 2021 | $1,138,000 | +7.0% | 13,780 | +4.9% | 0.01% | -8.3% |
| Q2 2021 | $1,064,000 | +9.6% | 13,132 | +1.2% | 0.01% | 0.0% |
| Q1 2021 | $971,000 | -53.3% | 12,973 | -58.7% | 0.01% | -50.0% |
| Q4 2020 | $2,078,000 | -99.7% | 31,448 | +36467.4% | 0.02% | +100.0% |
| Q3 2020 | $636,000,000 | – | 86 | – | 0.01% | – |
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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% |