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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $39,660 | +5.3% | 532 | +0.4% | 0.04% | -2.8% |
| Q1 2023 | $37,671 | -5.3% | 530 | +0.6% | 0.04% | -5.3% |
| Q4 2022 | $39,774 | +10.5% | 527 | +0.6% | 0.04% | +5.6% |
| Q3 2022 | $36,000 | -2.7% | 524 | +0.4% | 0.04% | +2.9% |
| Q2 2022 | $37,000 | -15.9% | 522 | +0.6% | 0.04% | -5.4% |
| Q1 2022 | $44,000 | -2.2% | 519 | +0.4% | 0.04% | +2.8% |
| Q4 2021 | $45,000 | – | 517 | – | 0.04% | – |
Download | ||||||
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% |