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 | $1,177,241 | -4.1% | 15,813 | -4.2% | 0.06% | -62.7% |
| Q2 2023 | $1,227,940 | +3.5% | 16,500 | -1.0% | 0.16% | +163.3% |
| Q1 2023 | $1,186,195 | -45.0% | 16,664 | -41.7% | 0.06% | -40.0% |
| Q4 2022 | $2,155,712 | +64.8% | 28,564 | +47.6% | 0.10% | +28.2% |
| Q3 2022 | $1,308,000 | -1.8% | 19,357 | +1.7% | 0.08% | +1.3% |
| Q2 2022 | $1,332,000 | -19.8% | 19,041 | -3.1% | 0.08% | +26.2% |
| Q1 2022 | $1,661,000 | -2.4% | 19,656 | +0.1% | 0.06% | -1.6% |
| Q4 2021 | $1,702,000 | – | 19,629 | – | 0.06% | – |
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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% |