ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 229 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.70 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $764,000 | -44.6% | 7,185 | -36.4% | 0.10% | -37.7% |
| Q3 2018 | $1,379,000 | +2.9% | 11,302 | -0.7% | 0.16% | 0.0% |
| Q2 2018 | $1,340,000 | +3.9% | 11,383 | +3.9% | 0.16% | 0.0% |
| Q1 2018 | $1,290,000 | +0.5% | 10,951 | +2.0% | 0.16% | 0.0% |
| Q4 2017 | $1,283,000 | +5.9% | 10,739 | -0.6% | 0.16% | -3.6% |
| Q3 2017 | $1,211,000 | +7.8% | 10,799 | +3.4% | 0.17% | +0.6% |
| Q2 2017 | $1,123,000 | +34.2% | 10,442 | +29.8% | 0.17% | +26.5% |
| Q1 2017 | $837,000 | +180.9% | 8,046 | +127.4% | 0.13% | -12.0% |
| Q3 2015 | $298,000 | -8.6% | 3,538 | -2.5% | 0.15% | +5.6% |
| Q2 2015 | $326,000 | – | 3,628 | – | 0.14% | – |
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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% |