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 ↓ |
|---|---|---|---|
| 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% |