ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
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 | 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% |