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 | $428,749 | -0.6% | 5,735 | -0.8% | 1.38% | +1.0% |
| Q2 2023 | $431,320 | +7.6% | 5,781 | +2.6% | 1.36% | +22.7% |
| Q1 2023 | $400,803 | +71.1% | 5,634 | +81.5% | 1.11% | +45.2% |
| Q4 2022 | $234,259 | +11.6% | 3,104 | 0.0% | 0.77% | +5.9% |
| Q3 2022 | $210,000 | -5.0% | 3,104 | +18.9% | 0.72% | +41.5% |
| Q1 2022 | $221,000 | -73.1% | 2,610 | -72.5% | 0.51% | -22.9% |
| Q4 2021 | $823,000 | – | 9,488 | – | 0.66% | – |
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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% |