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 | $283,340 | +0.2% | 3,790 | 0.0% | 0.18% | +3.4% |
| Q2 2023 | $282,772 | +4.9% | 3,790 | 0.0% | 0.18% | +2.3% |
| Q1 2023 | $269,621 | -5.7% | 3,790 | 0.0% | 0.17% | -15.7% |
| Q4 2022 | $286,031 | +11.7% | 3,790 | 0.0% | 0.20% | -3.8% |
| Q3 2022 | $256,000 | -3.4% | 3,790 | 0.0% | 0.21% | -8.6% |
| Q2 2022 | $265,000 | -17.2% | 3,790 | 0.0% | 0.23% | -9.4% |
| Q1 2022 | $320,000 | -5.6% | 3,790 | -2.9% | 0.26% | +0.8% |
| Q4 2021 | $339,000 | +5.3% | 3,905 | 0.0% | 0.25% | -5.2% |
| Q3 2021 | $322,000 | +1.6% | 3,905 | 0.0% | 0.27% | +2.7% |
| Q2 2021 | $317,000 | 0.0% | 3,905 | -7.8% | 0.26% | -10.9% |
| Q1 2021 | $317,000 | +19.6% | 4,235 | +6.8% | 0.29% | -3.3% |
| Q4 2020 | $265,000 | – | 3,966 | – | 0.30% | – |
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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% |