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 | $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 | 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% |