ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.41 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,298,670 | +0.2% | 84,252 | -0.0% | 2.68% | +4.1% |
| Q2 2023 | $6,287,972 | +7.4% | 84,278 | +2.4% | 2.57% | +0.5% |
| Q1 2023 | $5,856,192 | -5.3% | 82,319 | +0.5% | 2.56% | -10.6% |
| Q4 2022 | $6,183,050 | +13.4% | 81,927 | +1.5% | 2.86% | +1.7% |
| Q3 2022 | $5,452,231 | +1.0% | 80,714 | +4.6% | 2.81% | +4.3% |
| Q2 2022 | $5,397,487 | -17.0% | 77,129 | +0.2% | 2.70% | -3.9% |
| Q1 2022 | $6,503,569 | -2.1% | 76,938 | +0.4% | 2.81% | +5.1% |
| Q4 2021 | $6,640,454 | – | 76,600 | – | 2.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 71,300 | $5,330,388 | 3.76% |
| HC Advisors, LLC | 61,287 | $4,581,816 | 2.72% |
| ETFIDEA, LLC | 84,252 | $6,298,670 | 2.68% |
| Somerset Group LLC | 28,574 | $2,136,192 | 2.01% |
| Magnus Financial Group LLC | 172,772 | $12,916,461 | 1.88% |
| GDS Wealth Management | 151,485 | $11,325,019 | 1.78% |
| Vahanian & Associates Financial Planning Inc. | 5,735 | $428,749 | 1.38% |
| DAGCO, INC. | 6,559 | $2,554,795 | 1.32% |
| Navis Wealth Advisors, LLC | 10,999 | $822,285 | 1.19% |
| AFT, FORSYTH & COMPANY, INC. | 18,771 | $1,403,343 | 1.03% |