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 | $381,712 | -6.1% | 5,106 | -6.3% | 0.01% | 0.0% |
| Q2 2023 | $406,667 | -3.3% | 5,450 | -7.8% | 0.01% | -11.1% |
| Q1 2023 | $420,455 | -45.7% | 5,910 | -42.4% | 0.01% | -50.0% |
| Q4 2022 | $773,842 | +46.8% | 10,254 | +31.2% | 0.02% | +38.5% |
| Q3 2022 | $527,000 | -10.7% | 7,813 | -7.3% | 0.01% | -7.1% |
| Q2 2022 | $590,000 | -5.4% | 8,426 | +14.0% | 0.01% | +7.7% |
| Q1 2022 | $624,000 | +17.7% | 7,388 | +20.8% | 0.01% | +18.2% |
| Q4 2021 | $530,000 | +5.4% | 6,117 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $503,000 | +5.7% | 6,100 | +3.9% | 0.01% | +10.0% |
| Q2 2021 | $476,000 | +9.7% | 5,871 | +1.3% | 0.01% | -9.1% |
| Q1 2021 | $434,000 | +3.1% | 5,794 | -8.1% | 0.01% | 0.0% |
| Q4 2020 | $421,000 | +15.7% | 6,302 | +96.5% | 0.01% | 0.0% |
| Q3 2020 | $364,000 | -9.2% | 3,207 | -11.8% | 0.01% | -15.4% |
| Q2 2020 | $401,000 | +68.5% | 3,637 | +48.7% | 0.01% | +44.4% |
| Q1 2020 | $238,000 | +13.9% | 2,446 | +61.3% | 0.01% | +28.6% |
| Q4 2019 | $209,000 | -7.9% | 1,516 | -29.1% | 0.01% | -30.0% |
| Q4 2018 | $227,000 | +3.7% | 2,137 | +18.5% | 0.01% | +42.9% |
| Q3 2018 | $219,000 | +3.8% | 1,803 | +0.4% | 0.01% | -12.5% |
| Q2 2018 | $211,000 | -0.5% | 1,796 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $212,000 | -50.2% | 1,796 | -49.6% | 0.01% | -38.5% |
| Q4 2017 | $426,000 | – | 3,563 | – | 0.01% | – |
Download | ||||||
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% |