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 ↓ |
|---|---|---|---|
| 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% |