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 | $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 | 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% |