ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |