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 | $541,772 | -0.1% | 7,247 | -0.3% | 0.34% | -0.9% |
| Q2 2023 | $542,177 | +0.3% | 7,267 | -4.4% | 0.34% | -9.8% |
| Q1 2023 | $540,496 | -8.0% | 7,598 | -5.0% | 0.38% | -22.9% |
| Q4 2022 | $587,774 | +9.5% | 8,000 | 0.0% | 0.49% | +3.8% |
| Q3 2022 | $537,000 | -1.5% | 8,000 | 0.0% | 0.47% | -0.8% |
| Q2 2022 | $545,000 | -17.2% | 8,000 | 0.0% | 0.48% | +1.5% |
| Q1 2022 | $658,000 | +22.8% | 8,000 | +33.3% | 0.47% | +27.4% |
| Q4 2021 | $536,000 | +3.7% | 6,000 | -4.3% | 0.37% | -3.9% |
| Q3 2021 | $517,000 | -0.4% | 6,268 | -2.2% | 0.38% | +6.1% |
| Q2 2021 | $519,000 | +7.2% | 6,409 | +1.6% | 0.36% | 0.0% |
| Q1 2021 | $484,000 | -13.9% | 6,311 | -24.5% | 0.36% | -18.0% |
| Q4 2020 | $562,000 | – | 8,364 | – | 0.44% | – |
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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% |