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 | $1,218,513 | +247.2% | 16,299 | +236.1% | 0.01% | +100.0% |
| Q2 2022 | $351,000 | -11.6% | 4,850 | +1.9% | 0.00% | 0.0% |
| Q1 2022 | $397,000 | +52.1% | 4,761 | +138.0% | 0.00% | +50.0% |
| Q3 2019 | $261,000 | +2.8% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $254,000 | -2.7% | 2,000 | -7.3% | 0.00% | 0.0% |
| Q1 2019 | $261,000 | -79.0% | 2,158 | -80.0% | 0.00% | -81.8% |
| Q4 2018 | $1,242,000 | +0.2% | 10,774 | -0.9% | 0.01% | +10.0% |
| Q3 2018 | $1,240,000 | -5.3% | 10,874 | 0.0% | 0.01% | +11.1% |
| Q2 2018 | $1,310,000 | +1.6% | 10,874 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,289,000 | -6.7% | 10,874 | -0.9% | 0.01% | 0.0% |
| Q4 2017 | $1,381,000 | +9.6% | 10,974 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $1,260,000 | +5.4% | 10,974 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $1,195,000 | +2.9% | 10,974 | -0.9% | 0.01% | 0.0% |
| Q1 2017 | $1,161,000 | +4.1% | 11,079 | +1.9% | 0.01% | 0.0% |
| Q4 2016 | $1,115,000 | -5.8% | 10,874 | -17.4% | 0.01% | -10.0% |
| Q3 2016 | $1,184,000 | +17.5% | 13,164 | +18.3% | 0.01% | +11.1% |
| Q2 2016 | $1,008,000 | +6.2% | 11,126 | +0.9% | 0.01% | +12.5% |
| Q1 2016 | $949,000 | -51.7% | 11,026 | -49.7% | 0.01% | 0.0% |
| Q2 2015 | $1,966,000 | +101.6% | 21,900 | +100.0% | 0.01% | 0.0% |
| Q1 2015 | $975,000 | – | 10,950 | – | 0.01% | – |
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% |