ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,073 | +1.5% | 14,353 | +1.3% | 0.00% | 0.0% |
| Q2 2023 | $1,057 | -33.7% | 14,173 | -36.8% | 0.00% | -42.9% |
| Q1 2023 | $1,595 | -2.4% | 22,417 | +3.5% | 0.01% | -12.5% |
| Q4 2022 | $1,635 | -99.6% | 21,658 | +241.4% | 0.01% | +166.7% |
| Q3 2022 | $429,000 | -28.1% | 6,344 | -25.6% | 0.00% | -25.0% |
| Q2 2022 | $597,000 | -8.4% | 8,532 | +10.6% | 0.00% | 0.0% |
| Q1 2022 | $652,000 | +35.0% | 7,712 | +38.3% | 0.00% | +33.3% |
| Q4 2021 | $483,000 | +12.6% | 5,576 | +7.2% | 0.00% | 0.0% |
| Q3 2021 | $429,000 | +38.8% | 5,200 | +36.2% | 0.00% | +50.0% |
| Q2 2021 | $309,000 | +52.2% | 3,818 | +40.9% | 0.00% | 0.0% |
| Q1 2021 | $203,000 | – | 2,710 | – | 0.00% | – |
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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% |