ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 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% | – |
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% |