ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 132 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.11 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $949,153 | +10.1% | 12,696 | +9.9% | 0.00% | 0.0% |
| Q2 2023 | $862,193 | -8.1% | 11,556 | -12.3% | 0.00% | 0.0% |
| Q1 2023 | $937,839 | -10.6% | 13,183 | -5.2% | 0.00% | 0.0% |
| Q4 2022 | $1,049,259 | +263.1% | 13,903 | +225.0% | 0.00% | – |
| Q3 2022 | $289,000 | -3.3% | 4,278 | 0.0% | 0.00% | – |
| Q2 2022 | $299,000 | -72.1% | 4,278 | -66.2% | 0.00% | -100.0% |
| Q1 2022 | $1,070,000 | +4.5% | 12,656 | +7.1% | 0.00% | 0.0% |
| Q4 2021 | $1,024,000 | +14.4% | 11,813 | +8.9% | 0.00% | 0.0% |
| Q3 2021 | $895,000 | -46.5% | 10,845 | -47.4% | 0.00% | 0.0% |
| Q2 2021 | $1,672,000 | +18.1% | 20,627 | +9.0% | 0.00% | 0.0% |
| Q1 2021 | $1,416,000 | +32.5% | 18,916 | +18.2% | 0.00% | 0.0% |
| Q4 2020 | $1,069,000 | +25.8% | 16,009 | +113.7% | 0.00% | 0.0% |
| Q3 2020 | $850,000 | -27.1% | 7,491 | -29.3% | 0.00% | 0.0% |
| Q2 2020 | $1,166,000 | +11.8% | 10,588 | -1.3% | 0.00% | 0.0% |
| Q1 2020 | $1,043,000 | -43.6% | 10,727 | -20.1% | 0.00% | 0.0% |
| Q4 2019 | $1,850,000 | +6.1% | 13,430 | -0.9% | 0.00% | 0.0% |
| Q3 2019 | $1,744,000 | -4.8% | 13,550 | -7.1% | 0.00% | 0.0% |
| Q2 2019 | $1,832,000 | +0.9% | 14,590 | -5.1% | 0.00% | -50.0% |
| Q1 2019 | $1,816,000 | +2.5% | 15,372 | -7.7% | 0.00% | 0.0% |
| Q4 2018 | $1,772,000 | -14.6% | 16,658 | -2.5% | 0.00% | 0.0% |
| Q3 2018 | $2,076,000 | -1.8% | 17,093 | -5.2% | 0.00% | 0.0% |
| Q2 2018 | $2,114,000 | +0.5% | 18,036 | +1.0% | 0.00% | 0.0% |
| Q1 2018 | $2,104,000 | -0.5% | 17,859 | +0.9% | 0.00% | 0.0% |
| Q4 2017 | $2,115,000 | +6.3% | 17,708 | -0.2% | 0.00% | 0.0% |
| Q3 2017 | $1,990,000 | -3.0% | 17,749 | -7.0% | 0.00% | 0.0% |
| Q2 2017 | $2,051,000 | -8.6% | 19,076 | -11.6% | 0.00% | 0.0% |
| Q1 2017 | $2,244,000 | +8.4% | 21,567 | +5.7% | 0.00% | 0.0% |
| Q4 2016 | $2,070,000 | +242.1% | 20,402 | +203.3% | 0.00% | +100.0% |
| Q3 2016 | $605,000 | -19.5% | 6,726 | -23.1% | 0.00% | 0.0% |
| Q2 2016 | $752,000 | -16.2% | 8,741 | -17.6% | 0.00% | 0.0% |
| Q1 2016 | $897,000 | +2.5% | 10,603 | +7.1% | 0.00% | 0.0% |
| Q4 2015 | $875,000 | +2.7% | 9,896 | -2.3% | 0.00% | 0.0% |
| Q3 2015 | $852,000 | +25.1% | 10,128 | +33.5% | 0.00% | 0.0% |
| Q2 2015 | $681,000 | +31.5% | 7,588 | +30.4% | 0.00% | 0.0% |
| Q1 2015 | $518,000 | -95.0% | 5,818 | -94.9% | 0.00% | -88.9% |
| Q4 2014 | $10,378,000 | +3606.4% | 115,048 | +3346.6% | 0.01% | – |
| Q3 2014 | $280,000 | +8.1% | 3,338 | +7.3% | 0.00% | – |
| Q2 2014 | $259,000 | +11.6% | 3,111 | +9.8% | 0.00% | – |
| Q1 2014 | $232,000 | +14.3% | 2,834 | +12.1% | 0.00% | – |
| Q4 2013 | $203,000 | -97.3% | 2,529 | -97.5% | 0.00% | -100.0% |
| Q3 2013 | $7,539,000 | +5931.2% | 102,885 | +5775.8% | 0.01% | – |
| Q2 2013 | $125,000 | – | 1,751 | – | 0.00% | – |
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% |