ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 192 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $218,000 | -1.4% | 1,583 | -4.9% | 0.09% | -5.5% |
| Q3 2019 | $221,000 | -47.6% | 1,664 | -48.9% | 0.09% | -50.3% |
| Q2 2019 | $422,000 | -19.9% | 3,259 | -27.0% | 0.18% | -24.7% |
| Q1 2019 | $527,000 | -45.4% | 4,464 | -50.8% | 0.24% | -49.6% |
| Q4 2018 | $965,000 | -38.6% | 9,071 | -33.8% | 0.48% | -31.3% |
| Q3 2018 | $1,572,000 | +9.0% | 13,707 | +11.4% | 0.70% | +10.4% |
| Q2 2018 | $1,442,000 | +2.9% | 12,302 | +3.4% | 0.64% | +8.7% |
| Q1 2018 | $1,402,000 | +9.5% | 11,899 | +11.0% | 0.58% | +37.3% |
| Q4 2017 | $1,280,000 | +22.4% | 10,718 | +14.9% | 0.43% | +18.0% |
| Q3 2017 | $1,046,000 | -27.1% | 9,331 | -30.0% | 0.36% | -28.5% |
| Q2 2017 | $1,434,000 | -11.8% | 13,338 | -14.6% | 0.50% | -15.3% |
| Q1 2017 | $1,625,000 | -38.3% | 15,615 | -39.9% | 0.60% | -20.6% |
| Q4 2016 | $2,635,000 | – | 25,968 | – | 0.75% | – |
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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% |