ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 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 ↓ |
---|---|---|---|
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% |