ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,428 | +0.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $22,383 | +4.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $21,342 | -5.7% | 300 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $22,641 | -12.9% | 300 | -23.1% | 0.01% | -20.0% |
| Q3 2022 | $26,000 | -7.1% | 390 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $28,000 | -15.2% | 390 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $33,000 | -2.9% | 390 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $34,000 | +6.2% | 390 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $32,000 | 0.0% | 390 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $32,000 | +10.3% | 390 | 0.0% | 0.02% | +6.2% |
| Q1 2021 | $29,000 | -43.1% | 390 | -49.4% | 0.02% | -50.0% |
| Q4 2020 | $51,000 | – | 770 | – | 0.03% | – |
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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% |