ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 232 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $198,000 | -12.0% | 1,856 | 0.0% | 0.04% | -23.2% |
| Q3 2018 | $225,000 | -14.4% | 1,856 | -17.2% | 0.06% | -23.3% |
| Q2 2018 | $263,000 | -0.4% | 2,241 | 0.0% | 0.07% | -3.9% |
| Q1 2018 | $264,000 | -1.5% | 2,241 | 0.0% | 0.08% | +5.6% |
| Q4 2017 | $268,000 | +6.3% | 2,241 | 0.0% | 0.07% | +2.9% |
| Q3 2017 | $252,000 | +4.6% | 2,241 | 0.0% | 0.07% | +2.9% |
| Q2 2017 | $241,000 | -9.1% | 2,241 | -12.0% | 0.07% | -5.6% |
| Q1 2017 | $265,000 | -6.0% | 2,546 | -8.1% | 0.07% | -6.5% |
| Q4 2016 | $282,000 | +12.4% | 2,771 | -0.4% | 0.08% | +13.2% |
| Q3 2016 | $251,000 | -5.3% | 2,781 | -9.7% | 0.07% | -8.1% |
| Q2 2016 | $265,000 | 0.0% | 3,081 | -1.6% | 0.07% | -2.6% |
| Q1 2016 | $265,000 | -4.3% | 3,131 | 0.0% | 0.08% | -8.4% |
| Q4 2015 | $277,000 | -1.1% | 3,131 | -5.9% | 0.08% | -9.8% |
| Q3 2015 | $280,000 | -6.4% | 3,329 | 0.0% | 0.09% | +3.4% |
| Q2 2015 | $299,000 | – | 3,329 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Annex Advisory Services, LLC | 158,051 | $13,140,000 | 4.49% |
| Nan Shan Life Insurance Co., Ltd. | 254,305 | $21,143,000 | 2.80% |
| Institute for Wealth Management, LLC. | 34,833 | $2,896,000 | 2.50% |
| Kovack Advisors, Inc. | 17,405 | $1,447,000 | 2.10% |
| Somerset Group LLC | 24,329 | $2,023,000 | 1.84% |
| Jaffetilchin Investment Partners, LLC | 60,035 | $4,991,000 | 1.78% |
| ASSETMARK, INC | 903,389 | $75,108,000 | 1.60% |
| PATTEN & PATTEN INC/TN | 114,960 | $9,558,000 | 1.55% |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 4,848 | $403,000 | 1.32% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 54,276 | $4,513,000 | 1.15% |