ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $822,285 | +0.2% | 10,999 | 0.0% | 1.19% | +58.2% |
| Q2 2023 | $820,635 | +5.3% | 10,999 | +0.4% | 0.75% | -12.0% |
| Q1 2023 | $779,476 | -5.3% | 10,957 | +0.5% | 0.86% | -26.9% |
| Q4 2022 | $823,000 | +12.9% | 10,905 | +1.1% | 1.17% | +3.8% |
| Q3 2022 | $729,000 | -3.4% | 10,791 | 0.0% | 1.13% | +39.2% |
| Q2 2022 | $755,000 | -16.9% | 10,791 | +0.4% | 0.81% | +0.5% |
| Q1 2022 | $908,000 | -2.2% | 10,746 | +0.4% | 0.80% | +3.1% |
| Q4 2021 | $928,000 | +5.8% | 10,703 | +0.8% | 0.78% | +27.6% |
| Q3 2021 | $877,000 | +1.9% | 10,622 | 0.0% | 0.61% | -15.4% |
| Q2 2021 | $861,000 | +9.0% | 10,622 | +0.6% | 0.72% | +18.1% |
| Q1 2021 | $790,000 | +42.1% | 10,558 | +26.8% | 0.61% | +21.9% |
| Q4 2020 | $556,000 | – | 8,328 | – | 0.50% | – |
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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% |