ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,420 | -4.9% | 4,500 | -5.1% | 0.00% | 0.0% |
| Q2 2023 | $353,801 | -37.5% | 4,742 | -40.4% | 0.00% | 0.0% |
| Q1 2023 | $565,705 | -66.1% | 7,952 | -64.0% | 0.00% | -80.0% |
| Q4 2022 | $1,668,264 | +258.8% | 22,105 | +220.8% | 0.01% | +400.0% |
| Q3 2022 | $465,000 | +119.3% | 6,890 | +257.9% | 0.00% | 0.0% |
| Q2 2020 | $212,000 | -89.1% | 1,925 | -90.4% | 0.00% | -93.3% |
| Q1 2020 | $1,946,000 | +374.6% | 20,000 | +471.4% | 0.02% | +650.0% |
| Q2 2018 | $410,000 | -75.7% | 3,500 | -75.6% | 0.00% | -80.0% |
| Q1 2018 | $1,688,000 | +1393.8% | 14,330 | +1263.5% | 0.01% | +900.0% |
| Q2 2017 | $113,000 | -82.1% | 1,051 | -83.1% | 0.00% | -75.0% |
| Q4 2016 | $632,000 | +903.2% | 6,226 | +784.4% | 0.00% | – |
| Q3 2016 | $63,000 | -80.4% | 704 | -81.1% | 0.00% | -100.0% |
| Q2 2016 | $322,000 | -73.0% | 3,720 | -73.6% | 0.00% | -80.0% |
| Q1 2016 | $1,192,000 | +6522.2% | 14,100 | +6950.0% | 0.01% | – |
| Q4 2015 | $18,000 | +125.0% | 200 | +100.0% | 0.00% | – |
| Q3 2015 | $8,000 | -82.2% | 100 | -80.0% | 0.00% | – |
| Q1 2015 | $45,000 | -86.6% | 500 | -87.5% | 0.00% | -100.0% |
| Q3 2014 | $335,000 | +124.8% | 4,000 | +122.2% | 0.00% | +100.0% |
| Q2 2014 | $149,000 | -97.1% | 1,800 | -97.2% | 0.00% | -97.3% |
| Q1 2014 | $5,181,000 | +659.7% | 63,377 | +645.6% | 0.07% | +957.1% |
| Q4 2013 | $682,000 | +917.9% | 8,500 | +838.2% | 0.01% | +600.0% |
| Q3 2013 | $67,000 | – | 906 | – | 0.00% | – |
Download | ||||||
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% |