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 | $231,052 | -30.1% | 3,131 | -29.2% | 0.14% | -28.8% |
| Q2 2023 | $330,363 | -58.5% | 4,424 | -60.5% | 0.20% | -58.9% |
| Q1 2023 | $795,999 | -30.4% | 11,189 | -26.2% | 0.48% | -38.1% |
| Q4 2022 | $1,143,618 | -20.3% | 15,153 | -28.7% | 0.78% | -34.4% |
| Q3 2022 | $1,435,000 | -13.9% | 21,248 | -10.8% | 1.19% | -16.8% |
| Q2 2022 | $1,667,000 | +3.9% | 23,822 | +21.9% | 1.43% | +0.1% |
| Q1 2022 | $1,604,000 | +108.9% | 19,537 | +120.6% | 1.42% | +91.8% |
| Q4 2021 | $768,000 | – | 8,856 | – | 0.74% | – |
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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% |