ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 214 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.37 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,161 | +10.5% | 3,667 | +103.7% | 0.00% | – |
| Q4 2019 | $248,000 | +4.6% | 1,800 | -2.3% | 0.00% | – |
| Q3 2019 | $237,000 | -52.2% | 1,842 | -53.3% | 0.00% | – |
| Q2 2019 | $496,000 | -18.0% | 3,942 | -23.2% | 0.00% | – |
| Q1 2019 | $605,000 | -60.7% | 5,131 | -64.5% | 0.00% | – |
| Q4 2018 | $1,540,000 | +40.4% | 14,473 | +60.2% | 0.00% | – |
| Q3 2018 | $1,097,000 | +8.9% | 9,034 | +5.2% | 0.00% | – |
| Q2 2018 | $1,007,000 | +4.4% | 8,591 | +4.9% | 0.00% | – |
| Q1 2018 | $965,000 | -4.4% | 8,193 | -3.0% | 0.00% | – |
| Q4 2017 | $1,009,000 | +5.3% | 8,448 | -1.2% | 0.00% | – |
| Q3 2017 | $958,000 | +289.4% | 8,549 | +262.2% | 0.00% | – |
| Q1 2017 | $246,000 | +12.8% | 2,360 | -4.4% | 0.00% | – |
| Q4 2015 | $218,000 | -13.1% | 2,469 | -11.3% | 0.00% | – |
| Q4 2014 | $251,000 | – | 2,784 | – | 0.00% | – |
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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% |