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 ↓ |
|---|---|---|---|
| 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% |