ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 128 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.11 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,539,000 | +277.2% | 18,647 | +417.8% | 0.14% | +297.1% |
| Q3 2020 | $408,000 | +52.8% | 3,601 | +48.2% | 0.04% | +29.6% |
| Q2 2020 | $267,000 | -12.5% | 2,430 | +2.3% | 0.03% | +68.8% |
| Q3 2019 | $305,000 | +45.2% | 2,376 | +32.0% | 0.02% | +300.0% |
| Q2 2018 | $210,000 | -98.5% | 1,800 | -98.4% | 0.00% | -98.0% |
| Q4 2017 | $13,710,000 | +21.1% | 114,800 | +13.7% | 0.20% | +56.6% |
| Q3 2017 | $11,324,000 | -35.8% | 101,000 | -38.5% | 0.13% | -51.3% |
| Q2 2017 | $17,644,000 | +3161.4% | 164,100 | +3055.8% | 0.26% | +3212.5% |
| Q1 2017 | $541,000 | -92.4% | 5,200 | -92.6% | 0.01% | -95.6% |
| Q4 2016 | $7,152,000 | +273.3% | 70,500 | +216.1% | 0.18% | +102.2% |
| Q2 2016 | $1,916,000 | +35.5% | 22,300 | +39.4% | 0.09% | +3.5% |
| Q4 2015 | $1,414,000 | -39.2% | 16,000 | -38.0% | 0.09% | -76.0% |
| Q4 2014 | $2,327,000 | +838.3% | 25,800 | +732.3% | 0.36% | +1395.8% |
| Q4 2013 | $248,000 | -36.1% | 3,100 | -41.5% | 0.02% | -31.4% |
| Q3 2013 | $388,000 | – | 5,300 | – | 0.04% | – |
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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% |