ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 110 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.10 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,606 | -49.4% | 1,011 | -49.6% | 0.00% | -50.0% |
| Q2 2023 | $149,489 | +5.1% | 2,004 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $142,256 | -3.8% | 2,000 | +2.1% | 0.00% | 0.0% |
| Q4 2022 | $147,831 | +12.0% | 1,959 | +0.5% | 0.00% | -20.0% |
| Q3 2022 | $132,000 | -2.9% | 1,949 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $136,000 | -45.4% | 1,949 | -33.8% | 0.01% | -28.6% |
| Q1 2022 | $249,000 | +22.7% | 2,944 | +25.8% | 0.01% | +16.7% |
| Q4 2021 | $203,000 | +5.2% | 2,341 | +0.3% | 0.01% | -14.3% |
| Q3 2021 | $193,000 | +78.7% | 2,333 | +75.0% | 0.01% | +75.0% |
| Q2 2021 | $108,000 | +9.1% | 1,333 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $99,000 | +11.2% | 1,327 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $89,000 | +43.5% | 1,327 | +144.4% | 0.00% | +33.3% |
| Q3 2020 | $62,000 | -1.6% | 543 | -5.6% | 0.00% | -25.0% |
| Q2 2020 | $63,000 | +21.2% | 575 | +7.5% | 0.00% | 0.0% |
| Q1 2020 | $52,000 | -67.5% | 535 | -53.9% | 0.00% | -66.7% |
| Q4 2019 | $160,000 | +7.4% | 1,161 | +0.5% | 0.01% | 0.0% |
| Q3 2019 | $149,000 | -26.2% | 1,155 | -28.1% | 0.01% | -29.4% |
| Q2 2019 | $202,000 | +176.7% | 1,606 | +159.9% | 0.02% | +183.3% |
| Q1 2019 | $73,000 | +12.3% | 618 | +0.5% | 0.01% | 0.0% |
| Q4 2018 | $65,000 | -12.2% | 615 | +1.0% | 0.01% | -25.0% |
| Q3 2018 | $74,000 | +4.2% | 609 | +0.5% | 0.01% | 0.0% |
| Q2 2018 | $71,000 | +173.1% | 606 | +66.0% | 0.01% | -38.5% |
| Q2 2013 | $26,000 | – | 365 | – | 0.01% | – |
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% |