ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 304 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,856 | +0.2% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $44,766 | +4.9% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $42,684 | -5.7% | 600 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $45,282 | +10.4% | 600 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $41,000 | -2.4% | 600 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $42,000 | -17.6% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $51,000 | -1.9% | 600 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $52,000 | +4.0% | 600 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $50,000 | +2.0% | 600 | 0.0% | 0.02% | +7.1% |
| Q2 2021 | $49,000 | +11.4% | 600 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $44,000 | +10.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $40,000 | +17.6% | 600 | +100.0% | 0.01% | +9.1% |
| Q3 2020 | $34,000 | – | 300 | – | 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% |