ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $415,072 | +72.0% | 34,789 | +988.2% | 0.02% | +109.1% |
| Q4 2022 | $241,300 | +168.1% | 3,197 | +139.8% | 0.01% | +120.0% |
| Q3 2022 | $90,000 | -2.2% | 1,333 | +2.2% | 0.01% | -37.5% |
| Q2 2022 | $92,000 | -68.5% | 1,304 | -62.2% | 0.01% | -50.0% |
| Q1 2022 | $292,000 | +108.6% | 3,449 | +114.2% | 0.02% | +33.3% |
| Q4 2021 | $140,000 | +5.3% | 1,610 | -9.3% | 0.01% | +9.1% |
| Q1 2021 | $133,000 | +13.7% | 1,776 | +1.1% | 0.01% | 0.0% |
| Q4 2020 | $117,000 | – | 1,757 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 59,051 | $4,786,000 | 3.62% |
| HC Advisors, LLC | 68,774 | $5,574,000 | 3.43% |
| Magnus Financial Group LLC | 153,112 | $12,410,000 | 2.70% |
| Stillwater Capital Advisors, LLC | 166,864 | $13,524,000 | 2.24% |
| Somerset Group LLC | 34,777 | $2,819,000 | 2.01% |
| Sowa Financial Group, Inc. | 31,519 | $2,555,000 | 1.89% |
| BEAM WEALTH ADVISORS, INC. | 25,057 | $2,031,000 | 1.75% |
| WJ Wealth Management, LLC | 5,393 | $437,000 | 1.35% |
| CIM, LLC | 97,948 | $8,234,000 | 1.34% |
| HCR Wealth Advisors | 94,314 | $7,644,000 | 1.33% |