ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $555,471 | -3.5% | 7,535 | -2.3% | 0.00% | 0.0% |
| Q2 2023 | $575,716 | -32.6% | 7,716 | -35.7% | 0.00% | -50.0% |
| Q1 2023 | $853,806 | -18.4% | 12,000 | -13.5% | 0.00% | -33.3% |
| Q4 2022 | $1,046,702 | -0.3% | 13,870 | -10.9% | 0.00% | -50.0% |
| Q3 2022 | $1,050,000 | -2.9% | 15,574 | +0.9% | 0.01% | +20.0% |
| Q2 2022 | $1,081,000 | -0.2% | 15,438 | +20.3% | 0.01% | +66.7% |
| Q1 2022 | $1,083,000 | -4.5% | 12,838 | -1.8% | 0.00% | -25.0% |
| Q4 2021 | $1,134,000 | – | 13,079 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 71,300 | $5,330,388 | 3.76% |
| HC Advisors, LLC | 61,287 | $4,581,816 | 2.72% |
| ETFIDEA, LLC | 84,252 | $6,298,670 | 2.68% |
| Somerset Group LLC | 28,574 | $2,136,192 | 2.01% |
| Magnus Financial Group LLC | 172,772 | $12,916,461 | 1.88% |
| GDS Wealth Management | 151,485 | $11,325,019 | 1.78% |
| Vahanian & Associates Financial Planning Inc. | 5,735 | $428,749 | 1.38% |
| DAGCO, INC. | 6,559 | $2,554,795 | 1.32% |
| Navis Wealth Advisors, LLC | 10,999 | $822,285 | 1.19% |
| AFT, FORSYTH & COMPANY, INC. | 18,771 | $1,403,343 | 1.03% |