ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 136 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.80 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,920,000 | +52.3% | 39,000 | +34.5% | 0.01% | +50.0% |
| Q4 2020 | $1,917,000 | +53.6% | 29,000 | +163.6% | 0.00% | +33.3% |
| Q3 2020 | $1,248,000 | +3.0% | 11,000 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $1,212,000 | -37.7% | 11,000 | -45.0% | 0.00% | -42.9% |
| Q1 2020 | $1,946,000 | -41.0% | 20,000 | -16.7% | 0.01% | -12.5% |
| Q4 2019 | $3,299,000 | +214.8% | 24,000 | +104.5% | 0.01% | +60.0% |
| Q1 2015 | $1,048,000 | -3.0% | 11,738 | -0.8% | 0.01% | +25.0% |
| Q4 2014 | $1,080,000 | -14.5% | 11,834 | -21.4% | 0.00% | -20.0% |
| Q3 2014 | $1,263,000 | +254.8% | 15,062 | +245.2% | 0.01% | +400.0% |
| Q1 2014 | $356,000 | -75.5% | 4,363 | -76.0% | 0.00% | -83.3% |
| Q4 2013 | $1,452,000 | +1.1% | 18,176 | -7.1% | 0.01% | -14.3% |
| Q3 2013 | $1,436,000 | +47.1% | 19,573 | +43.6% | 0.01% | +40.0% |
| Q2 2013 | $976,000 | +110.3% | 13,628 | +99.0% | 0.01% | +150.0% |
| Q1 2013 | $464,000 | – | 6,848 | – | 0.00% | – |
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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% |