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 | $1,453 | -22.5% | 19,435 | -22.7% | 0.01% | -20.0% |
| Q2 2023 | $1,876 | -1.0% | 25,145 | -5.5% | 0.01% | -23.1% |
| Q1 2023 | $1,894 | -23.5% | 26,617 | -18.8% | 0.01% | -18.8% |
| Q4 2022 | $2,475 | -99.9% | 32,790 | -11.0% | 0.02% | -15.8% |
| Q3 2022 | $2,487,000 | -8.8% | 36,823 | -5.5% | 0.02% | -9.5% |
| Q2 2022 | $2,726,000 | -31.3% | 38,955 | -17.0% | 0.02% | -25.0% |
| Q1 2022 | $3,968,000 | +54.0% | 46,943 | +58.0% | 0.03% | +47.4% |
| Q4 2021 | $2,576,000 | +14.2% | 29,717 | +8.8% | 0.02% | +5.6% |
| Q3 2021 | $2,255,000 | +5.8% | 27,316 | +3.8% | 0.02% | 0.0% |
| Q2 2021 | $2,132,000 | +53.3% | 26,308 | +41.6% | 0.02% | +38.5% |
| Q1 2021 | $1,391,000 | +14.4% | 18,576 | +2.0% | 0.01% | 0.0% |
| Q4 2020 | $1,216,000 | +24.2% | 18,215 | +111.2% | 0.01% | +8.3% |
| Q3 2020 | $979,000 | +28.3% | 8,626 | +24.6% | 0.01% | +20.0% |
| Q2 2020 | $763,000 | -42.8% | 6,924 | -49.5% | 0.01% | -56.5% |
| Q1 2020 | $1,333,000 | -26.8% | 13,701 | +3.7% | 0.02% | -11.5% |
| Q4 2019 | $1,820,000 | -0.9% | 13,212 | -7.4% | 0.03% | -13.3% |
| Q3 2019 | $1,837,000 | -30.8% | 14,267 | -32.5% | 0.03% | -21.1% |
| Q2 2019 | $2,654,000 | -10.5% | 21,127 | -15.8% | 0.04% | -17.4% |
| Q1 2019 | $2,964,000 | -6.1% | 25,093 | -15.4% | 0.05% | -19.3% |
| Q4 2018 | $3,155,000 | -26.0% | 29,658 | -15.5% | 0.06% | -20.8% |
| Q3 2018 | $4,263,000 | +106.0% | 35,099 | +98.8% | 0.07% | +60.0% |
| Q2 2018 | $2,069,000 | -38.6% | 17,655 | -38.3% | 0.04% | -36.6% |
| Q1 2018 | $3,369,000 | +15.6% | 28,599 | +17.2% | 0.07% | +29.1% |
| Q4 2017 | $2,915,000 | +39.5% | 24,409 | +31.0% | 0.06% | +27.9% |
| Q3 2017 | $2,089,000 | -2.1% | 18,631 | -6.1% | 0.04% | +4.9% |
| Q2 2017 | $2,134,000 | +819.8% | 19,847 | +655.2% | 0.04% | -80.9% |
| Q4 2015 | $232,000 | +5.0% | 2,628 | 0.0% | 0.22% | -4.0% |
| Q3 2015 | $221,000 | -17.2% | 2,628 | -11.7% | 0.22% | -18.2% |
| Q2 2015 | $267,000 | – | 2,975 | – | 0.27% | – |
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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% |