ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.41 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $370,070 | -5.4% | 5,202 | +0.4% | 0.25% | -10.5% |
| Q4 2022 | $391,086 | +11.7% | 5,182 | +0.1% | 0.28% | +12.2% |
| Q3 2022 | $350,000 | -1.7% | 5,177 | +1.8% | 0.25% | +4.7% |
| Q2 2022 | $356,000 | -9.4% | 5,087 | +9.5% | 0.24% | +9.3% |
| Q1 2022 | $393,000 | +12.0% | 4,647 | +14.8% | 0.22% | +15.0% |
| Q4 2021 | $351,000 | +31.5% | 4,049 | +25.2% | 0.19% | +22.2% |
| Q3 2021 | $267,000 | – | 3,234 | – | 0.15% | – |
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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% |