ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 147 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 1.59 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,572,000 | -71.4% | 14,778 | -67.3% | 0.08% | -74.8% |
| Q3 2018 | $5,497,000 | +849.4% | 45,250 | +816.2% | 0.34% | +1196.2% |
| Q2 2018 | $579,000 | -60.9% | 4,939 | -60.2% | 0.03% | -67.1% |
| Q4 2017 | $1,482,000 | -46.0% | 12,409 | -62.0% | 0.08% | -77.8% |
| Q3 2015 | $2,746,000 | +98.4% | 32,652 | +111.8% | 0.36% | +187.1% |
| Q2 2015 | $1,384,000 | +230.3% | 15,417 | +227.7% | 0.12% | +169.6% |
| Q1 2015 | $419,000 | -97.3% | 4,705 | -97.3% | 0.05% | -97.6% |
| Q4 2014 | $15,632,000 | – | 173,300 | – | 1.92% | – |
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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% |