ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 300 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $522,475 | +7.7% | 5,525 | +9.0% | 0.27% | -0.4% |
| Q1 2024 | $484,930 | +15.2% | 5,070 | +2.9% | 0.27% | +0.7% |
| Q4 2023 | $420,804 | +18.4% | 4,927 | +5.9% | 0.27% | +1.9% |
| Q3 2023 | $355,472 | +5.7% | 4,654 | +3.3% | 0.26% | -0.8% |
| Q2 2023 | $336,216 | +10.1% | 4,506 | +5.0% | 0.27% | -1.8% |
| Q1 2023 | $305,261 | -5.6% | 4,291 | +0.1% | 0.27% | -17.1% |
| Q4 2022 | $323,454 | – | 4,286 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Wealth, LLC | 56,736 | $6,035,000 | 5.91% |
| Stillwater Capital Advisors, LLC | 103,693 | $11,030,000 | 2.75% |
| Somerset Group LLC | 20,999 | $2,234,000 | 2.26% |
| Peachtree Investment Advisors, Inc. | 27,153 | $2,888,000 | 2.23% |
| CIM, LLC | 40,565 | $4,315,000 | 1.89% |
| Madden Advisory Services, Inc. | 24,876 | $2,646,000 | 1.60% |
| BANK HAPOALIM BM | 46,607 | $4,958,000 | 1.59% |
| Risk Paradigm Group, LLC | 5,358 | $569,930,000 | 1.39% |
| PETTYJOHN, WOOD & WHITE, INC | 31,940 | $3,397,000 | 1.24% |
| PATTEN & PATTEN INC/TN | 87,521 | $9,310,000 | 1.14% |