ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $570,494 | -7.6% | 7,631 | -7.7% | 0.62% | -4.3% |
| Q2 2023 | $617,099 | -2.7% | 8,271 | -7.2% | 0.65% | -9.8% |
| Q1 2023 | $634,285 | -5.7% | 8,916 | 0.0% | 0.72% | -8.6% |
| Q4 2022 | $672,891 | +56.1% | 8,916 | +39.7% | 0.79% | +32.3% |
| Q3 2022 | $431,000 | +0.5% | 6,382 | +4.2% | 0.60% | +3.3% |
| Q2 2022 | $429,000 | -17.2% | 6,125 | 0.0% | 0.58% | -2.0% |
| Q1 2022 | $518,000 | +12.1% | 6,125 | +14.9% | 0.59% | +13.7% |
| Q4 2021 | $462,000 | – | 5,331 | – | 0.52% | – |
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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% |