ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 304 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,566 | -13.8% | 47,694 | -14.0% | 0.01% | -11.1% |
| Q2 2023 | $4,138 | -10.5% | 55,462 | -14.7% | 0.01% | -18.2% |
| Q1 2023 | $4,626 | -7.1% | 65,024 | -1.5% | 0.01% | -15.4% |
| Q4 2022 | $4,980 | -99.9% | 65,986 | +9.9% | 0.01% | +18.2% |
| Q3 2022 | $4,054,000 | +1.4% | 60,019 | +5.0% | 0.01% | 0.0% |
| Q2 2022 | $4,000,000 | +2.0% | 57,151 | +23.2% | 0.01% | +37.5% |
| Q1 2022 | $3,922,000 | +50.1% | 46,397 | +43.9% | 0.01% | +60.0% |
| Q4 2021 | $2,613,000 | -4.1% | 32,243 | -2.4% | 0.01% | -16.7% |
| Q3 2021 | $2,726,000 | +4.3% | 33,020 | +2.4% | 0.01% | +20.0% |
| Q2 2021 | $2,613,000 | +7.0% | 32,243 | -1.2% | 0.01% | 0.0% |
| Q1 2021 | $2,443,000 | +15.2% | 32,641 | +2.8% | 0.01% | 0.0% |
| Q4 2020 | $2,120,000 | +40.9% | 31,748 | +139.4% | 0.01% | +25.0% |
| Q3 2020 | $1,505,000 | +25.9% | 13,259 | +7.9% | 0.00% | 0.0% |
| Q2 2020 | $1,195,000 | 0.0% | 12,288 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,195,000 | -23.6% | 12,288 | +8.2% | 0.00% | 0.0% |
| Q4 2019 | $1,565,000 | +9.5% | 11,356 | +2.3% | 0.00% | 0.0% |
| Q3 2019 | $1,429,000 | +7.5% | 11,104 | +4.9% | 0.00% | 0.0% |
| Q2 2019 | $1,329,000 | +38.6% | 10,581 | +30.4% | 0.00% | +33.3% |
| Q1 2019 | $959,000 | – | 8,115 | – | 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% |