ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 163 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $212,000 | -14.5% | 2,090 | -24.0% | 0.09% | -21.4% |
| Q3 2016 | $248,000 | +1.2% | 2,750 | -3.5% | 0.11% | +2.8% |
| Q2 2016 | $245,000 | -42.2% | 2,850 | -43.1% | 0.11% | -42.3% |
| Q1 2016 | $424,000 | +13.4% | 5,010 | +18.3% | 0.19% | +15.2% |
| Q4 2015 | $374,000 | +5.1% | 4,235 | 0.0% | 0.16% | +5.8% |
| Q3 2015 | $356,000 | -5.8% | 4,235 | +0.5% | 0.16% | -11.9% |
| Q2 2015 | $378,000 | +38.0% | 4,215 | +36.9% | 0.18% | +34.4% |
| Q1 2015 | $274,000 | +2.6% | 3,080 | +4.1% | 0.13% | -0.8% |
| Q4 2014 | $267,000 | +15.6% | 2,960 | +7.4% | 0.13% | +12.8% |
| Q3 2014 | $231,000 | – | 2,755 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellett Wealth Advisors, LLC | 122,085 | $10,583,000 | 8.10% |
| First Citizens Financial Corp | 59,337 | $5,144,000 | 3.76% |
| HC Advisors, LLC | 56,984 | $4,940,000 | 3.03% |
| Paragon Wealth Strategies, LLC | 134,774 | $11,684,000 | 2.82% |
| Magnus Financial Group LLC | 171,216 | $14,843,000 | 2.82% |
| ETFIDEA, LLC | 76,600 | $6,640,454 | 2.67% |
| BEAM WEALTH ADVISORS, INC. | 26,175 | $2,269,000 | 2.60% |
| Stillwater Capital Advisors, LLC | 174,315 | $15,111,000 | 2.30% |
| GDS Wealth Management | 105,788 | $9,171,000 | 2.05% |
| Somerset Group LLC | 33,465 | $2,901,000 | 1.96% |