ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 128 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.11 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $320,000 | +13.9% | 2,548 | +7.1% | 0.04% | +12.5% |
| Q1 2019 | $281,000 | +11.1% | 2,378 | 0.0% | 0.03% | +3.2% |
| Q4 2018 | $253,000 | -19.4% | 2,378 | -7.9% | 0.03% | -6.1% |
| Q3 2018 | $314,000 | +3.6% | 2,583 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $303,000 | -20.1% | 2,583 | -19.7% | 0.03% | -19.5% |
| Q1 2018 | $379,000 | +0.5% | 3,218 | +1.9% | 0.04% | 0.0% |
| Q4 2017 | $377,000 | +6.5% | 3,158 | 0.0% | 0.04% | +5.1% |
| Q3 2017 | $354,000 | +22.5% | 3,158 | +17.3% | 0.04% | +21.9% |
| Q2 2017 | $289,000 | +13.3% | 2,692 | +10.0% | 0.03% | +14.3% |
| Q1 2017 | $255,000 | +0.4% | 2,447 | -2.2% | 0.03% | -3.4% |
| Q4 2016 | $254,000 | +12.9% | 2,502 | 0.0% | 0.03% | -3.3% |
| Q3 2016 | $225,000 | -2.2% | 2,502 | -6.6% | 0.03% | -6.2% |
| Q2 2016 | $230,000 | +7.0% | 2,678 | +5.5% | 0.03% | +6.7% |
| Q1 2016 | $215,000 | -12.6% | 2,539 | -8.7% | 0.03% | -11.8% |
| Q4 2015 | $246,000 | -5.0% | 2,780 | -9.6% | 0.03% | -8.1% |
| Q3 2015 | $259,000 | -8.2% | 3,075 | -2.1% | 0.04% | 0.0% |
| Q2 2015 | $282,000 | 0.0% | 3,140 | -0.8% | 0.04% | 0.0% |
| Q1 2015 | $282,000 | -7.5% | 3,165 | -6.3% | 0.04% | -7.5% |
| Q4 2014 | $305,000 | -4.4% | 3,378 | -11.4% | 0.04% | -27.3% |
| Q3 2014 | $319,000 | +0.6% | 3,813 | 0.0% | 0.06% | +1.9% |
| Q2 2014 | $317,000 | -11.0% | 3,813 | -12.5% | 0.05% | -15.6% |
| Q1 2014 | $356,000 | -0.6% | 4,358 | -2.3% | 0.06% | 0.0% |
| Q4 2013 | $358,000 | +43.8% | 4,460 | +31.2% | 0.06% | +33.3% |
| Q3 2013 | $249,000 | – | 3,400 | – | 0.05% | – |
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% |