ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 344 filers reported holding ISHARES TR in Q4 2021. 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 | $9,789 | -11.4% | 130,945 | -11.5% | 0.02% | -9.1% |
| Q2 2023 | $11,045 | -11.8% | 148,032 | -15.9% | 0.02% | -15.4% |
| Q1 2023 | $12,520 | -8.3% | 176,003 | -2.7% | 0.03% | -21.2% |
| Q4 2022 | $13,650 | -99.9% | 180,867 | +0.3% | 0.03% | +6.5% |
| Q3 2022 | $12,175,000 | -11.1% | 180,237 | -7.9% | 0.03% | -13.9% |
| Q2 2022 | $13,699,000 | -23.8% | 195,763 | -8.0% | 0.04% | -12.2% |
| Q1 2022 | $17,983,000 | +1.5% | 212,745 | +4.1% | 0.04% | +2.5% |
| Q4 2021 | $17,713,000 | +14.2% | 204,329 | +8.8% | 0.04% | +2.6% |
| Q3 2021 | $15,504,000 | -28.4% | 187,818 | -29.7% | 0.04% | -29.1% |
| Q2 2021 | $21,661,000 | +93.1% | 267,267 | +78.4% | 0.06% | +71.9% |
| Q1 2021 | $11,215,000 | +113.3% | 149,802 | +90.2% | 0.03% | +100.0% |
| Q4 2020 | $5,258,000 | -3.7% | 78,757 | +63.7% | 0.02% | -15.8% |
| Q3 2020 | $5,460,000 | -20.3% | 48,115 | -22.6% | 0.02% | -26.9% |
| Q2 2020 | $6,850,000 | +5.9% | 62,201 | -6.4% | 0.03% | -13.3% |
| Q1 2020 | $6,466,000 | -44.3% | 66,476 | -21.1% | 0.03% | -31.8% |
| Q4 2019 | $11,601,000 | +26.4% | 84,205 | +18.1% | 0.04% | +12.8% |
| Q3 2019 | $9,175,000 | -50.1% | 71,277 | -51.3% | 0.04% | -51.9% |
| Q2 2019 | $18,397,000 | +93.7% | 146,480 | +82.1% | 0.08% | +84.1% |
| Q1 2019 | $9,500,000 | +12.5% | 80,424 | +1.3% | 0.04% | -2.2% |
| Q4 2018 | $8,445,000 | -38.7% | 79,395 | -30.0% | 0.04% | -31.8% |
| Q3 2018 | $13,784,000 | -28.6% | 113,479 | -31.1% | 0.07% | -34.7% |
| Q2 2018 | $19,313,000 | -1.8% | 164,798 | -1.3% | 0.10% | -5.6% |
| Q1 2018 | $19,673,000 | +4.0% | 166,989 | +5.5% | 0.11% | +3.9% |
| Q4 2017 | $18,909,000 | – | 158,325 | – | 0.10% | – |
Download | ||||||
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% |