ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 130 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,002,000 | -3.5% | 14,835 | 0.0% | 0.23% | +8.0% |
| Q2 2022 | $1,038,000 | -17.2% | 14,835 | +0.1% | 0.21% | -10.5% |
| Q1 2022 | $1,253,000 | -2.4% | 14,825 | +0.1% | 0.24% | +30.2% |
| Q4 2021 | $1,284,000 | -2.8% | 14,816 | -7.4% | 0.18% | +4.6% |
| Q3 2021 | $1,321,000 | -2.3% | 16,008 | -4.0% | 0.17% | +1.2% |
| Q2 2021 | $1,352,000 | +12.3% | 16,678 | +3.7% | 0.17% | +7.5% |
| Q1 2021 | $1,204,000 | +12.1% | 16,078 | 0.0% | 0.16% | +8.1% |
| Q4 2020 | $1,074,000 | -8.3% | 16,078 | +55.8% | 0.15% | -15.9% |
| Q3 2020 | $1,171,000 | +3.0% | 10,319 | 0.0% | 0.18% | -4.9% |
| Q2 2020 | $1,137,000 | +3.3% | 10,319 | -8.8% | 0.18% | -9.8% |
| Q1 2020 | $1,101,000 | -29.8% | 11,319 | -0.5% | 0.20% | -12.0% |
| Q4 2019 | $1,568,000 | +7.0% | 11,378 | 0.0% | 0.23% | +7.9% |
| Q3 2019 | $1,465,000 | -8.5% | 11,378 | -10.7% | 0.22% | +0.5% |
| Q2 2019 | $1,601,000 | +4.2% | 12,743 | -2.1% | 0.22% | +4.4% |
| Q1 2019 | $1,537,000 | +9.8% | 13,013 | -1.1% | 0.21% | -4.2% |
| Q4 2018 | $1,400,000 | -18.7% | 13,158 | -7.2% | 0.22% | -5.7% |
| Q3 2018 | $1,723,000 | +3.7% | 14,184 | 0.0% | 0.23% | -9.5% |
| Q2 2018 | $1,662,000 | -0.5% | 14,184 | 0.0% | 0.25% | -0.4% |
| Q1 2018 | $1,671,000 | -1.4% | 14,184 | 0.0% | 0.25% | +0.8% |
| Q4 2017 | $1,694,000 | +7.1% | 14,184 | +0.6% | 0.25% | -9.1% |
| Q3 2017 | $1,581,000 | +4.3% | 14,104 | 0.0% | 0.28% | +10.8% |
| Q2 2017 | $1,516,000 | +0.3% | 14,104 | -3.0% | 0.25% | -10.1% |
| Q1 2017 | $1,512,000 | +4.4% | 14,534 | +1.8% | 0.28% | -9.5% |
| Q4 2016 | $1,448,000 | +12.7% | 14,274 | 0.0% | 0.31% | +12.1% |
| Q3 2016 | $1,285,000 | +4.7% | 14,274 | 0.0% | 0.27% | 0.0% |
| Q2 2016 | $1,227,000 | +1.6% | 14,274 | 0.0% | 0.27% | +0.4% |
| Q1 2016 | $1,208,000 | -4.3% | 14,274 | 0.0% | 0.27% | -3.5% |
| Q4 2015 | $1,262,000 | -12.5% | 14,274 | -16.7% | 0.28% | -27.3% |
| Q3 2015 | $1,442,000 | -6.3% | 17,145 | 0.0% | 0.39% | +0.8% |
| Q2 2015 | $1,539,000 | +0.8% | 17,145 | 0.0% | 0.38% | -4.7% |
| Q1 2015 | $1,527,000 | -6.1% | 17,145 | -4.9% | 0.40% | -8.0% |
| Q4 2014 | $1,626,000 | +7.8% | 18,025 | 0.0% | 0.44% | +3.1% |
| Q3 2014 | $1,509,000 | -43.0% | 18,025 | -43.4% | 0.43% | -14.6% |
| Q2 2014 | $2,646,000 | -0.1% | 31,831 | -1.7% | 0.50% | -36.4% |
| Q1 2014 | $2,648,000 | -0.6% | 32,392 | -2.6% | 0.78% | +15.3% |
| Q4 2013 | $2,665,000 | – | 33,246 | – | 0.68% | – |
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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% |