ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 192 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $200,000 | -1.5% | 1,820 | +23.4% | 0.00% | 0.0% |
| Q4 2019 | $203,000 | -1.5% | 1,475 | -24.2% | 0.00% | -20.0% |
| Q4 2018 | $206,000 | -12.7% | 1,945 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $236,000 | +8.3% | 1,945 | +4.3% | 0.01% | 0.0% |
| Q2 2018 | $218,000 | -0.5% | 1,865 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $219,000 | -6.4% | 1,865 | -5.0% | 0.01% | 0.0% |
| Q4 2017 | $234,000 | +6.4% | 1,963 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $220,000 | +4.3% | 1,963 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $211,000 | +3.4% | 1,963 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $204,000 | -10.9% | 1,963 | -13.3% | 0.01% | -14.3% |
| Q4 2016 | $229,000 | – | 2,263 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellett Wealth Advisors, LLC | 122,085 | $10,583,000 | 8.10% |
| First Citizens Financial Corp | 59,337 | $5,144,000 | 3.76% |
| HC Advisors, LLC | 56,984 | $4,940,000 | 3.03% |
| Paragon Wealth Strategies, LLC | 134,774 | $11,684,000 | 2.82% |
| Magnus Financial Group LLC | 171,216 | $14,843,000 | 2.82% |
| ETFIDEA, LLC | 76,600 | $6,640,454 | 2.67% |
| BEAM WEALTH ADVISORS, INC. | 26,175 | $2,269,000 | 2.60% |
| Stillwater Capital Advisors, LLC | 174,315 | $15,111,000 | 2.30% |
| GDS Wealth Management | 105,788 | $9,171,000 | 2.05% |
| Somerset Group LLC | 33,465 | $2,901,000 | 1.96% |