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 | $247,004 | +0.2% | 3,304 | 0.0% | 0.02% | +4.8% |
| Q2 2023 | $246,509 | -8.0% | 3,304 | -12.3% | 0.02% | -12.5% |
| Q1 2023 | $268,085 | -12.4% | 3,769 | -7.1% | 0.02% | -14.3% |
| Q4 2022 | $306,178 | +11.7% | 4,057 | 0.0% | 0.03% | +3.7% |
| Q3 2022 | $274,000 | +22.9% | 4,057 | +27.1% | 0.03% | +22.7% |
| Q2 2022 | $223,000 | -35.5% | 3,191 | -22.0% | 0.02% | -21.4% |
| Q1 2022 | $346,000 | -2.5% | 4,092 | 0.0% | 0.03% | +3.7% |
| Q4 2021 | $355,000 | +5.0% | 4,092 | 0.0% | 0.03% | +22.7% |
| Q3 2021 | $338,000 | +1.8% | 4,092 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $332,000 | +7.4% | 4,092 | -0.8% | 0.02% | +4.8% |
| Q1 2021 | $309,000 | +12.4% | 4,124 | 0.0% | 0.02% | +10.5% |
| Q4 2020 | $275,000 | +17.5% | 4,124 | +100.0% | 0.02% | +5.6% |
| Q3 2020 | $234,000 | +6.8% | 2,062 | +3.9% | 0.02% | 0.0% |
| Q2 2020 | $219,000 | -9.9% | 1,984 | -20.5% | 0.02% | -41.9% |
| Q1 2020 | $243,000 | -29.4% | 2,495 | -0.0% | 0.03% | -11.4% |
| Q4 2019 | $344,000 | +3.0% | 2,496 | -3.9% | 0.04% | 0.0% |
| Q3 2019 | $334,000 | – | 2,596 | – | 0.04% | – |
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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% |