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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $204,528 | -4.9% | 2,875 | +0.9% | 0.02% | -8.7% |
| Q4 2022 | $215,090 | +6.0% | 2,850 | -5.3% | 0.02% | 0.0% |
| Q3 2022 | $203,000 | -3.8% | 3,010 | 0.0% | 0.02% | +4.5% |
| Q2 2022 | $211,000 | -16.9% | 3,010 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $254,000 | -1.2% | 3,010 | +1.7% | 0.02% | +10.0% |
| Q4 2021 | $257,000 | +7.1% | 2,960 | +1.7% | 0.02% | -4.8% |
| Q3 2021 | $240,000 | +1.7% | 2,910 | 0.0% | 0.02% | +5.0% |
| Q2 2021 | $236,000 | +3.5% | 2,910 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $228,000 | -31.3% | 2,910 | -81.7% | 0.02% | -64.9% |
| Q1 2020 | $332,000 | +53.7% | 15,925 | +913.7% | 0.06% | +83.9% |
| Q4 2019 | $216,000 | – | 1,571 | – | 0.03% | – |
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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% |