ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,430 | +5.1% | 7,162 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $509,504 | 0.0% | 7,162 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $509,504 | -5.7% | 7,162 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $540,515 | +161.1% | 7,162 | +133.1% | 0.00% | +200.0% |
| Q3 2022 | $207,000 | -3.3% | 3,072 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $214,000 | -57.2% | 3,072 | -48.2% | 0.00% | -50.0% |
| Q1 2022 | $500,000 | -2.5% | 5,932 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $513,000 | +4.9% | 5,932 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $489,000 | +2.1% | 5,932 | 0.0% | 0.00% | +50.0% |
| Q2 2021 | $479,000 | +7.9% | 5,932 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $444,000 | +12.4% | 5,932 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $395,000 | +17.6% | 5,932 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $336,000 | +3.1% | 2,966 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $326,000 | +54.5% | 2,966 | +93.1% | 0.00% | +100.0% |
| Q1 2020 | $211,000 | 0.0% | 1,536 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $211,000 | +7.1% | 1,536 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $197,000 | +2.6% | 1,536 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $192,000 | +6.1% | 1,536 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $181,000 | +11.0% | 1,536 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $163,000 | +1.9% | 1,536 | +14.1% | 0.00% | 0.0% |
| Q1 2018 | $160,000 | 0.0% | 1,346 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $160,000 | +6.7% | 1,346 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $150,000 | +7.1% | 1,346 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $140,000 | 0.0% | 1,346 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $140,000 | +2.9% | 1,346 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $136,000 | +12.4% | 1,346 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $121,000 | +5.2% | 1,346 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $115,000 | +1.8% | 1,346 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $113,000 | -4.2% | 1,346 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $118,000 | +4.4% | 1,346 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $113,000 | -5.8% | 1,346 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $120,000 | +0.8% | 1,346 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $119,000 | -8.5% | 1,346 | -6.8% | 0.00% | 0.0% |
| Q4 2014 | $130,000 | +8.3% | 1,444 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $120,000 | +26.3% | 1,444 | +25.6% | 0.00% | 0.0% |
| Q2 2014 | $95,000 | +1.1% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $94,000 | +2.2% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $92,000 | +9.5% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $84,000 | +2.4% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $82,000 | – | 1,150 | – | 0.00% | – |
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% |