ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 290 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $586,021 | +0.8% | 7,798 | +0.0% | 0.02% | +23.1% |
| Q2 2023 | $581,652 | -0.5% | 7,796 | -5.1% | 0.01% | -18.8% |
| Q1 2023 | $584,434 | -58.3% | 8,215 | -55.8% | 0.02% | -59.0% |
| Q4 2022 | $1,402,617 | +11.3% | 18,585 | -0.4% | 0.04% | +2.6% |
| Q3 2022 | $1,260,000 | +9.9% | 18,651 | +13.9% | 0.04% | -20.8% |
| Q2 2022 | $1,147,000 | -14.5% | 16,381 | +3.2% | 0.05% | +9.1% |
| Q1 2022 | $1,342,000 | -2.6% | 15,870 | -0.1% | 0.04% | +10.0% |
| Q4 2021 | $1,378,000 | +10.6% | 15,890 | +5.3% | 0.04% | 0.0% |
| Q3 2021 | $1,246,000 | +13.2% | 15,092 | +11.1% | 0.04% | +11.1% |
| Q2 2021 | $1,101,000 | +12.8% | 13,581 | +4.2% | 0.04% | +2.9% |
| Q1 2021 | $976,000 | +268.3% | 13,035 | +499.9% | 0.04% | +9.4% |
| Q3 2018 | $265,000 | +1161.9% | 2,173 | +844.8% | 0.03% | – |
| Q4 2014 | $21,000 | -99.9% | 230 | -23.1% | 0.00% | -100.0% |
| Q2 2014 | $24,881,000 | – | 299 | – | 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% |