ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 232 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,888,000 | -0.8% | 27,153 | +13.3% | 2.23% | +12.1% |
| Q3 2018 | $2,911,000 | +8.1% | 23,962 | +4.2% | 1.99% | +1.8% |
| Q2 2018 | $2,694,000 | +10.1% | 22,992 | +10.7% | 1.95% | +6.1% |
| Q1 2018 | $2,447,000 | +5.3% | 20,772 | +6.8% | 1.84% | +3.5% |
| Q4 2017 | $2,324,000 | +6.3% | 19,456 | -0.3% | 1.78% | -5.5% |
| Q3 2017 | $2,187,000 | +7.0% | 19,506 | +2.6% | 1.88% | +7.2% |
| Q2 2017 | $2,044,000 | +6.5% | 19,011 | +3.1% | 1.75% | -0.3% |
| Q1 2017 | $1,919,000 | +5.6% | 18,446 | +3.0% | 1.76% | -1.4% |
| Q4 2016 | $1,817,000 | +10.9% | 17,909 | -1.6% | 1.78% | +11.0% |
| Q3 2016 | $1,638,000 | +5.1% | 18,204 | +0.3% | 1.61% | +1.4% |
| Q2 2016 | $1,559,000 | +8.5% | 18,144 | +6.8% | 1.58% | +10.0% |
| Q1 2016 | $1,437,000 | +19.9% | 16,989 | +25.3% | 1.44% | +14.9% |
| Q4 2015 | $1,198,000 | +105.5% | 13,557 | +95.7% | 1.25% | +107.3% |
| Q3 2015 | $583,000 | +5.6% | 6,927 | +12.6% | 0.60% | +46.8% |
| Q2 2015 | $552,000 | +40.8% | 6,150 | +39.6% | 0.41% | +46.6% |
| Q1 2015 | $392,000 | +154.5% | 4,405 | +158.4% | 0.28% | +172.8% |
| Q4 2014 | $154,000 | +492.3% | 1,705 | +459.0% | 0.10% | +505.9% |
| Q3 2014 | $26,000 | – | 305 | – | 0.02% | – |
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% |