ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 277 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,656,192 | +46.0% | 22,198 | +39.3% | 0.22% | +25.7% |
| Q1 2023 | $1,134,042 | -5.9% | 15,941 | -0.2% | 0.17% | -11.9% |
| Q4 2022 | $1,205,784 | +57.6% | 15,977 | +187.9% | 0.19% | +28.5% |
| Q4 2019 | $765,000 | +246.2% | 5,550 | +204.4% | 0.15% | +118.8% |
| Q3 2018 | $221,000 | -1.8% | 1,823 | -5.2% | 0.07% | -12.7% |
| Q2 2018 | $225,000 | -40.8% | 1,923 | -40.4% | 0.08% | -30.7% |
| Q1 2018 | $380,000 | +65.2% | 3,229 | +68.0% | 0.11% | +65.2% |
| Q4 2017 | $230,000 | +7.0% | 1,922 | 0.0% | 0.07% | +32.7% |
| Q3 2017 | $215,000 | +1.4% | 1,922 | -2.4% | 0.05% | -5.5% |
| Q2 2017 | $212,000 | -50.1% | 1,969 | -51.8% | 0.06% | -53.8% |
| Q1 2017 | $425,000 | +67.3% | 4,085 | +63.4% | 0.12% | +54.5% |
| Q4 2016 | $254,000 | +2209.1% | 2,500 | +1566.7% | 0.08% | +1183.3% |
| Q2 2013 | $11,000 | – | 150 | – | 0.01% | – |
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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% |