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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,281 | -22.6% | 552 | -22.8% | 0.00% | -33.3% |
| Q2 2023 | $53,324 | +5.0% | 715 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $50,800 | -13.6% | 714 | -8.3% | 0.00% | -25.0% |
| Q4 2022 | $58,814 | +1.4% | 779 | -6.4% | 0.00% | 0.0% |
| Q3 2022 | $58,000 | 0.0% | 832 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $58,000 | +16.0% | 832 | +43.9% | 0.00% | +33.3% |
| Q4 2021 | $50,000 | -65.0% | 578 | -66.6% | 0.00% | -40.0% |
| Q3 2021 | $143,000 | -12.8% | 1,729 | -14.7% | 0.01% | 0.0% |
| Q2 2021 | $164,000 | -32.5% | 2,028 | -37.5% | 0.01% | -44.4% |
| Q1 2021 | $243,000 | – | 3,246 | – | 0.01% | – |
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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% |