ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,325,019 | +5.6% | 151,485 | +5.4% | 1.78% | +2.3% |
| Q2 2023 | $10,725,635 | +11.0% | 143,756 | +5.8% | 1.74% | +1.9% |
| Q1 2023 | $9,666,290 | -3.0% | 135,877 | +2.9% | 1.71% | -10.3% |
| Q4 2022 | $9,966,644 | +16.9% | 132,061 | +4.6% | 1.90% | +0.3% |
| Q3 2022 | $8,526,000 | +1.6% | 126,214 | +5.3% | 1.90% | +1.0% |
| Q2 2022 | $8,388,000 | -6.7% | 119,868 | +8.7% | 1.88% | -5.0% |
| Q1 2022 | $8,988,000 | -2.0% | 110,323 | +4.3% | 1.98% | -3.5% |
| Q4 2021 | $9,171,000 | – | 105,788 | – | 2.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 59,051 | $4,786,000 | 3.62% |
| HC Advisors, LLC | 68,774 | $5,574,000 | 3.43% |
| Magnus Financial Group LLC | 153,112 | $12,410,000 | 2.70% |
| Stillwater Capital Advisors, LLC | 166,864 | $13,524,000 | 2.24% |
| Somerset Group LLC | 34,777 | $2,819,000 | 2.01% |
| Sowa Financial Group, Inc. | 31,519 | $2,555,000 | 1.89% |
| BEAM WEALTH ADVISORS, INC. | 25,057 | $2,031,000 | 1.75% |
| WJ Wealth Management, LLC | 5,393 | $437,000 | 1.35% |
| CIM, LLC | 97,948 | $8,234,000 | 1.34% |
| HCR Wealth Advisors | 94,314 | $7,644,000 | 1.33% |