ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 287 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $0 | -100.0% | 100 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | – | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 100 | -50.0% | 0.00% | – |
| Q3 2021 | $8,000 | +60.0% | 200 | -75.0% | 0.00% | – |
| Q2 2021 | $5,000 | -88.1% | 800 | -6.8% | 0.00% | -100.0% |
| Q2 2020 | $42,000 | +61.5% | 858 | -18.9% | 0.00% | +200.0% |
| Q1 2020 | $26,000 | +2500.0% | 1,058 | +164.5% | 0.00% | – |
| Q2 2019 | $1,000 | – | 400 | -83.3% | 0.00% | – |
| Q1 2019 | $0 | – | 2,400 | +500.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 400 | -80.0% | 0.00% | – |
| Q4 2017 | $4,000 | -81.8% | 2,000 | +400.0% | 0.00% | -100.0% |
| Q3 2017 | $22,000 | +120.0% | 400 | +33.3% | 0.00% | – |
| Q2 2017 | $10,000 | +100.0% | 300 | -94.5% | 0.00% | – |
| Q1 2017 | $5,000 | -99.8% | 5,500 | -78.9% | 0.00% | -100.0% |
| Q4 2016 | $2,533,000 | +152.0% | 26,051 | +91.3% | 0.09% | +102.2% |
| Q3 2016 | $1,005,000 | +467.8% | 13,618 | +558.2% | 0.04% | +400.0% |
| Q2 2016 | $177,000 | – | 2,069 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Annex Advisory Services, LLC | 164,902 | $13,806,000 | 4.67% |
| Peregrine Asset Advisers, Inc. | 45,826 | $3,837,000 | 3.15% |
| Quantitative Advantage, LLC | 134,243 | $11,239,000 | 2.81% |
| Institute for Wealth Management, LLC. | 30,094 | $2,524,000 | 2.40% |
| Nan Shan Life Insurance Co., Ltd. | 204,305 | $17,104,000 | 2.19% |
| ASSETMARK, INC | 1,034,984 | $86,649,000 | 2.00% |
| Jaffetilchin Investment Partners, LLC | 62,050 | $5,195,000 | 1.91% |
| Somerset Group LLC | 24,329 | $2,037,000 | 1.88% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 76,816 | $6,431,000 | 1.60% |
| PATTEN & PATTEN INC/TN | 112,605 | $9,427,000 | 1.50% |