ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $475,734 | +14.2% | 5,570 | 0.0% | 0.20% | +8.7% |
| Q3 2023 | $416,413 | +0.2% | 5,570 | 0.0% | 0.18% | +5.1% |
| Q2 2023 | $415,578 | +4.9% | 5,570 | 0.0% | 0.18% | -1.1% |
| Q1 2023 | $396,250 | -5.7% | 5,570 | 0.0% | 0.18% | -10.6% |
| Q4 2022 | $420,368 | +11.8% | 5,570 | 0.0% | 0.20% | +0.5% |
| Q3 2022 | $376,000 | -23.3% | 5,570 | -3.9% | 0.20% | -8.8% |
| Q2 2022 | $490,000 | 0.0% | 5,798 | 0.0% | 0.22% | 0.0% |
| Q1 2022 | $490,000 | -2.6% | 5,798 | 0.0% | 0.22% | -2.7% |
| Q4 2021 | $503,000 | -18.6% | 5,798 | -22.6% | 0.22% | -20.7% |
| Q3 2021 | $618,000 | +1.8% | 7,488 | 0.0% | 0.28% | -1.4% |
| Q2 2021 | $607,000 | +8.2% | 7,488 | 0.0% | 0.28% | -0.7% |
| Q1 2021 | $561,000 | +12.4% | 7,488 | 0.0% | 0.29% | -4.0% |
| Q4 2020 | $499,000 | +12.6% | 7,488 | +91.8% | 0.30% | +4.2% |
| Q3 2020 | $443,000 | +3.0% | 3,904 | 0.0% | 0.29% | -1.4% |
| Q2 2020 | $430,000 | +13.2% | 3,904 | 0.0% | 0.29% | +5.5% |
| Q1 2020 | $380,000 | -45.1% | 3,904 | -21.8% | 0.28% | -43.2% |
| Q4 2018 | $692,000 | – | 4,992 | – | 0.48% | – |
Download | ||||||
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% |