ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 224 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,662 | +0.2% | 7,165 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $534,587 | +45.5% | 7,165 | +38.8% | 0.00% | +100.0% |
| Q1 2023 | $367,330 | -24.3% | 5,163 | -19.6% | 0.00% | -50.0% |
| Q4 2022 | $484,931 | +11.2% | 6,425 | -0.5% | 0.00% | 0.0% |
| Q3 2022 | $436,000 | -3.3% | 6,458 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $451,000 | -17.1% | 6,446 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $544,000 | -7.3% | 6,437 | -5.0% | 0.00% | 0.0% |
| Q4 2021 | $587,000 | +5.8% | 6,774 | +0.8% | 0.00% | 0.0% |
| Q3 2021 | $555,000 | +1.8% | 6,722 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $545,000 | +8.3% | 6,722 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $503,000 | +3.9% | 6,722 | -7.3% | 0.00% | 0.0% |
| Q4 2020 | $484,000 | -32.6% | 7,254 | +14.7% | 0.00% | -33.3% |
| Q3 2020 | $718,000 | +95.1% | 6,325 | +89.5% | 0.00% | +50.0% |
| Q2 2020 | $368,000 | -30.3% | 3,338 | -38.5% | 0.00% | -33.3% |
| Q1 2020 | $528,000 | -37.4% | 5,428 | -11.4% | 0.00% | -25.0% |
| Q4 2019 | $844,000 | +7.1% | 6,123 | 0.0% | 0.00% | -20.0% |
| Q3 2019 | $788,000 | -27.0% | 6,123 | -28.7% | 0.01% | -16.7% |
| Q2 2019 | $1,079,000 | +20.4% | 8,592 | +13.2% | 0.01% | +20.0% |
| Q1 2019 | $896,000 | +1.2% | 7,588 | -8.8% | 0.01% | -16.7% |
| Q4 2018 | $885,000 | +17.7% | 8,319 | +34.4% | 0.01% | +20.0% |
| Q3 2018 | $752,000 | +3.7% | 6,189 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $725,000 | -0.5% | 6,189 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $729,000 | +95.4% | 6,189 | +98.0% | 0.01% | +66.7% |
| Q4 2017 | $373,000 | +37.1% | 3,125 | +28.6% | 0.00% | +50.0% |
| Q3 2017 | $272,000 | -49.5% | 2,430 | -51.5% | 0.00% | -50.0% |
| Q2 2017 | $539,000 | -14.6% | 5,010 | -15.6% | 0.00% | -20.0% |
| Q1 2017 | $631,000 | +17.7% | 5,935 | +12.3% | 0.01% | 0.0% |
| Q4 2016 | $536,000 | +149.3% | 5,285 | +121.6% | 0.01% | +150.0% |
| Q3 2016 | $215,000 | – | 2,385 | – | 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% |