ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,792,949 | +1.3% | 37,343 | +1.1% | 0.03% | +6.7% |
| Q2 2023 | $2,757,136 | +8.3% | 36,951 | +3.2% | 0.03% | +3.4% |
| Q1 2023 | $2,546,540 | -8.2% | 35,795 | -2.7% | 0.03% | -9.4% |
| Q4 2022 | $2,775,471 | +11.8% | 36,777 | +0.1% | 0.03% | +6.7% |
| Q3 2022 | $2,483,000 | +6.8% | 36,740 | +10.8% | 0.03% | +11.1% |
| Q2 2022 | $2,324,000 | -17.3% | 33,158 | -0.2% | 0.03% | -10.0% |
| Q1 2022 | $2,810,000 | +0.2% | 33,235 | +2.7% | 0.03% | +7.1% |
| Q4 2021 | $2,805,000 | +4.6% | 32,346 | -0.4% | 0.03% | 0.0% |
| Q3 2021 | $2,682,000 | +8.0% | 32,471 | +5.9% | 0.03% | +12.0% |
| Q2 2021 | $2,483,000 | +8.5% | 30,656 | +0.1% | 0.02% | -3.8% |
| Q1 2021 | $2,288,000 | +14.0% | 30,621 | +1.6% | 0.03% | +13.0% |
| Q4 2020 | $2,007,000 | +23.4% | 30,134 | +110.2% | 0.02% | +4.5% |
| Q3 2020 | $1,627,000 | +14.7% | 14,339 | +11.2% | 0.02% | +4.8% |
| Q2 2020 | $1,419,000 | +50.2% | 12,895 | +33.4% | 0.02% | +61.5% |
| Q1 2020 | $945,000 | -26.2% | 9,668 | +4.2% | 0.01% | -23.5% |
| Q4 2019 | $1,280,000 | +6.3% | 9,279 | -0.5% | 0.02% | -5.6% |
| Q3 2019 | $1,204,000 | -4.8% | 9,326 | -7.6% | 0.02% | -5.3% |
| Q2 2019 | $1,265,000 | +7.1% | 10,091 | +0.8% | 0.02% | 0.0% |
| Q1 2019 | $1,181,000 | +16.6% | 10,015 | +5.2% | 0.02% | +5.6% |
| Q4 2018 | $1,013,000 | +188.6% | 9,524 | +229.0% | 0.02% | +200.0% |
| Q3 2018 | $351,000 | +3.5% | 2,895 | +0.0% | 0.01% | 0.0% |
| Q2 2018 | $339,000 | +36.7% | 2,894 | +37.3% | 0.01% | +50.0% |
| Q1 2018 | $248,000 | +6.9% | 2,108 | +8.7% | 0.00% | 0.0% |
| Q4 2017 | $232,000 | +6.4% | 1,940 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $218,000 | +4.3% | 1,940 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $209,000 | +3.5% | 1,940 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $202,000 | +2.5% | 1,940 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $197,000 | +12.6% | 1,940 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $175,000 | +4.8% | 1,940 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $167,000 | +1.8% | 1,940 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $164,000 | -4.1% | 1,940 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $171,000 | +4.9% | 1,940 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $163,000 | +109.0% | 1,940 | +122.7% | 0.00% | +100.0% |
| Q2 2015 | $78,000 | 0.0% | 871 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $78,000 | -1.3% | 871 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $79,000 | +8.2% | 871 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $73,000 | +1.4% | 871 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $72,000 | +1.4% | 871 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $71,000 | +2.9% | 871 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $69,000 | +7.8% | 871 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $64,000 | +3.2% | 871 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $62,000 | – | 871 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 71,300 | $5,330,388 | 3.76% |
| HC Advisors, LLC | 61,287 | $4,581,816 | 2.72% |
| ETFIDEA, LLC | 84,252 | $6,298,670 | 2.68% |
| Somerset Group LLC | 28,574 | $2,136,192 | 2.01% |
| Magnus Financial Group LLC | 172,772 | $12,916,461 | 1.88% |
| GDS Wealth Management | 151,485 | $11,325,019 | 1.78% |
| Vahanian & Associates Financial Planning Inc. | 5,735 | $428,749 | 1.38% |
| DAGCO, INC. | 6,559 | $2,554,795 | 1.32% |
| Navis Wealth Advisors, LLC | 10,999 | $822,285 | 1.19% |
| AFT, FORSYTH & COMPANY, INC. | 18,771 | $1,403,343 | 1.03% |