ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 231 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $743,000 | -3.8% | 8,787 | -1.3% | 0.04% | +11.4% |
| Q4 2021 | $772,000 | +5.0% | 8,900 | 0.0% | 0.04% | +9.4% |
| Q3 2021 | $735,000 | +1.9% | 8,900 | 0.0% | 0.03% | +3.2% |
| Q2 2021 | $721,000 | +8.3% | 8,900 | 0.0% | 0.03% | -3.1% |
| Q1 2021 | $666,000 | +12.1% | 8,900 | 0.0% | 0.03% | +3.2% |
| Q4 2020 | $594,000 | -95.5% | 8,900 | -91.8% | 0.03% | -97.1% |
| Q3 2018 | $13,152,000 | +19.4% | 108,273 | +15.2% | 1.05% | +8.2% |
| Q2 2018 | $11,012,000 | -43.1% | 93,970 | -42.8% | 0.97% | -48.2% |
| Q1 2018 | $19,369,000 | +347.5% | 164,412 | +353.7% | 1.88% | +349.0% |
| Q4 2017 | $4,328,000 | -71.5% | 36,240 | -73.3% | 0.42% | -74.1% |
| Q3 2017 | $15,207,000 | +309.0% | 135,633 | +292.2% | 1.62% | +289.6% |
| Q2 2017 | $3,718,000 | +15.8% | 34,582 | +12.1% | 0.42% | +17.9% |
| Q1 2017 | $3,211,000 | -64.4% | 30,857 | -65.3% | 0.35% | -66.3% |
| Q4 2016 | $9,014,000 | – | 88,843 | – | 1.05% | – |
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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% |