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 | $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 | 134,702 | $11,386,000 | 8.99% |
| First Citizens Financial Corp | 62,303 | $5,266,000 | 3.95% |
| HC Advisors, LLC | 54,865 | $4,638,000 | 2.94% |
| Stillwater Capital Advisors, LLC | 210,117 | $17,761,000 | 2.85% |
| ETFIDEA, LLC | 76,938 | $6,503,569 | 2.81% |
| BEAM WEALTH ADVISORS, INC. | 27,753 | $2,346,000 | 2.70% |
| Magnus Financial Group LLC | 184,312 | $15,580,000 | 2.60% |
| Sowa Financial Group, Inc. | 43,724 | $3,696,000 | 2.22% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 41,549 | $3,512,000 | 2.08% |
| Somerset Group LLC | 33,023 | $2,791,000 | 2.00% |