ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. 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 | $446,691 | +0.2% | 5,975 | 0.0% | 0.11% | -10.7% |
| Q2 2023 | $445,795 | -50.7% | 5,975 | -53.0% | 0.12% | -59.2% |
| Q1 2023 | $904,545 | -19.9% | 12,715 | -15.0% | 0.30% | -30.1% |
| Q4 2022 | $1,129,409 | +2.2% | 14,965 | -8.6% | 0.43% | +3.9% |
| Q3 2022 | $1,105,000 | -10.9% | 16,365 | -7.6% | 0.41% | -5.5% |
| Q2 2022 | $1,240,000 | -18.0% | 17,715 | -1.0% | 0.44% | -1.8% |
| Q1 2022 | $1,512,000 | +78.7% | 17,885 | +83.3% | 0.44% | +81.2% |
| Q4 2021 | $846,000 | +34.9% | 9,755 | +26.2% | 0.24% | +7.5% |
| Q2 2021 | $627,000 | +54.8% | 7,730 | +43.0% | 0.23% | +31.0% |
| Q1 2021 | $405,000 | +12.2% | 5,405 | 0.0% | 0.17% | +5.5% |
| Q4 2020 | $361,000 | – | 5,405 | – | 0.16% | – |
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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% |