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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,423,000 | +7.0% | 24,846 | 0.0% | 2.24% | -1.7% |
| Q3 2019 | $3,198,000 | +2.5% | 24,846 | 0.0% | 2.28% | +17.1% |
| Q2 2019 | $3,120,000 | +6.2% | 24,846 | -0.1% | 1.95% | +23.6% |
| Q1 2019 | $2,938,000 | +11.0% | 24,876 | 0.0% | 1.57% | -1.5% |
| Q4 2018 | $2,646,000 | -12.4% | 24,876 | 0.0% | 1.60% | -12.4% |
| Q3 2018 | $3,021,000 | +3.6% | 24,876 | 0.0% | 1.82% | -1.5% |
| Q2 2018 | $2,915,000 | -0.5% | 24,876 | 0.0% | 1.85% | +4.2% |
| Q1 2018 | $2,930,000 | -1.3% | 24,876 | 0.0% | 1.78% | -0.9% |
| Q4 2017 | $2,970,000 | +3.0% | 24,876 | -3.3% | 1.79% | -1.6% |
| Q3 2017 | $2,883,000 | +4.3% | 25,715 | 0.0% | 1.82% | +0.1% |
| Q2 2017 | $2,764,000 | +3.3% | 25,715 | 0.0% | 1.82% | +5.5% |
| Q1 2017 | $2,675,000 | +2.5% | 25,715 | 0.0% | 1.73% | -2.4% |
| Q4 2016 | $2,609,000 | +12.7% | 25,715 | 0.0% | 1.77% | +24.4% |
| Q3 2016 | $2,314,000 | +4.8% | 25,715 | 0.0% | 1.42% | +4.1% |
| Q2 2016 | $2,209,000 | +1.7% | 25,715 | +0.1% | 1.36% | -3.5% |
| Q1 2016 | $2,172,000 | -4.3% | 25,685 | 0.0% | 1.41% | -5.4% |
| Q4 2015 | $2,270,000 | +5.1% | 25,685 | 0.0% | 1.50% | +5.5% |
| Q3 2015 | $2,160,000 | -6.2% | 25,685 | 0.0% | 1.42% | +2.8% |
| Q2 2015 | $2,304,000 | +0.7% | 25,685 | 0.0% | 1.38% | -0.1% |
| Q1 2015 | $2,287,000 | -1.3% | 25,685 | 0.0% | 1.38% | +4.8% |
| Q4 2014 | $2,317,000 | +7.5% | 25,685 | -0.2% | 1.32% | +17.9% |
| Q3 2014 | $2,155,000 | +0.7% | 25,735 | 0.0% | 1.12% | +2.6% |
| Q2 2014 | $2,140,000 | +1.9% | 25,735 | +0.2% | 1.09% | -5.1% |
| Q1 2014 | $2,100,000 | +714.0% | 25,685 | +697.7% | 1.15% | +492.3% |
| Q4 2013 | $258,000 | – | 3,220 | – | 0.19% | – |
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% |