ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 132 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.11 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $128,587 | +0.2% | 1,720 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $128,329 | +16.4% | 1,720 | +11.0% | 0.00% | 0.0% |
| Q1 2023 | $110,267 | -16.4% | 1,550 | -11.3% | 0.00% | 0.0% |
| Q4 2022 | $131,922 | +34.6% | 1,748 | +19.9% | 0.00% | 0.0% |
| Q3 2022 | $98,000 | -6.7% | 1,458 | -2.4% | 0.00% | 0.0% |
| Q2 2022 | $105,000 | -46.4% | 1,494 | -35.5% | 0.00% | 0.0% |
| Q1 2022 | $196,000 | -7.1% | 2,318 | -4.7% | 0.00% | 0.0% |
| Q4 2021 | $211,000 | +31.9% | 2,432 | +25.6% | 0.00% | 0.0% |
| Q3 2021 | $160,000 | +21.2% | 1,936 | +19.2% | 0.00% | 0.0% |
| Q2 2021 | $132,000 | +55.3% | 1,624 | +43.0% | 0.00% | – |
| Q1 2021 | $85,000 | +11.8% | 1,136 | 0.0% | 0.00% | – |
| Q4 2020 | $76,000 | -23.2% | 1,136 | +30.9% | 0.00% | -100.0% |
| Q3 2020 | $99,000 | +3.1% | 868 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $96,000 | -4.0% | 868 | -16.0% | 0.00% | 0.0% |
| Q1 2020 | $100,000 | -35.9% | 1,033 | -8.8% | 0.00% | 0.0% |
| Q4 2019 | $156,000 | +5.4% | 1,133 | -1.6% | 0.00% | 0.0% |
| Q3 2019 | $148,000 | +2.1% | 1,151 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $145,000 | +16.9% | 1,151 | +9.5% | 0.00% | 0.0% |
| Q1 2019 | $124,000 | +13.8% | 1,051 | +2.7% | 0.00% | 0.0% |
| Q4 2018 | $109,000 | 0.0% | 1,023 | +13.9% | 0.00% | 0.0% |
| Q3 2018 | $109,000 | +3.8% | 898 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $105,000 | -0.9% | 898 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $106,000 | -11.7% | 898 | -10.6% | 0.00% | 0.0% |
| Q4 2017 | $120,000 | +18.8% | 1,004 | +11.8% | 0.00% | 0.0% |
| Q3 2017 | $101,000 | +4.1% | 898 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $97,000 | +4.3% | 898 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $93,000 | +2.2% | 898 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $91,000 | +18.2% | 898 | +5.6% | 0.00% | 0.0% |
| Q3 2016 | $77,000 | +156.7% | 850 | +142.9% | 0.00% | – |
| Q2 2016 | $30,000 | 0.0% | 350 | 0.0% | 0.00% | – |
| Q1 2016 | $30,000 | +233.3% | 350 | +250.0% | 0.00% | – |
| Q1 2015 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2014 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | – |
| Q3 2014 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2014 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2014 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2013 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | – |
| Q3 2013 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2013 | $7,000 | – | 100 | – | 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% |