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 | $400,490 | -4.5% | 5,357 | -4.7% | 0.28% | 0.0% |
| Q2 2023 | $419,309 | +4.9% | 5,620 | 0.0% | 0.28% | +4.1% |
| Q1 2023 | $399,807 | -8.9% | 5,620 | -3.4% | 0.27% | -9.1% |
| Q4 2022 | $439,084 | -6.0% | 5,818 | -15.9% | 0.30% | -7.8% |
| Q3 2022 | $467,000 | +0.9% | 6,914 | +4.5% | 0.32% | +1.3% |
| Q2 2022 | $463,000 | -17.2% | 6,614 | 0.0% | 0.32% | -0.9% |
| Q1 2022 | $559,000 | +3.3% | 6,614 | +6.0% | 0.32% | +0.9% |
| Q4 2021 | $541,000 | – | 6,241 | – | 0.32% | – |
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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% |