ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 344 filers reported holding ISHARES TR in Q4 2021. 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 | $18,712,761 | +48.8% | 250,304 | +48.5% | 0.69% | +45.8% |
| Q2 2023 | $12,577,414 | -13.2% | 168,575 | -17.2% | 0.47% | -21.1% |
| Q1 2023 | $14,490,762 | +33.7% | 203,694 | +41.8% | 0.60% | +22.7% |
| Q4 2022 | $10,839,377 | +199.8% | 143,625 | +228.0% | 0.49% | -10.6% |
| Q3 2021 | $3,615,000 | +20.0% | 43,791 | +17.8% | 0.55% | -1.4% |
| Q2 2021 | $3,013,000 | +111.0% | 37,174 | +94.8% | 0.56% | +58.9% |
| Q1 2021 | $1,428,000 | +71.4% | 19,079 | +52.9% | 0.35% | +27.7% |
| Q4 2020 | $833,000 | – | 12,482 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 59,051 | $4,786,000 | 3.62% |
| HC Advisors, LLC | 68,774 | $5,574,000 | 3.43% |
| Magnus Financial Group LLC | 153,112 | $12,410,000 | 2.70% |
| Stillwater Capital Advisors, LLC | 166,864 | $13,524,000 | 2.24% |
| Somerset Group LLC | 34,777 | $2,819,000 | 2.01% |
| Sowa Financial Group, Inc. | 31,519 | $2,555,000 | 1.89% |
| BEAM WEALTH ADVISORS, INC. | 25,057 | $2,031,000 | 1.75% |
| WJ Wealth Management, LLC | 5,393 | $437,000 | 1.35% |
| CIM, LLC | 97,948 | $8,234,000 | 1.34% |
| HCR Wealth Advisors | 94,314 | $7,644,000 | 1.33% |