ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 163 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $95,000 | +2.2% | 915 | 0.0% | 0.05% | -2.0% |
| Q4 2016 | $93,000 | -13.9% | 915 | -23.4% | 0.05% | -16.4% |
| Q3 2016 | $108,000 | +4.9% | 1,195 | 0.0% | 0.06% | +5.2% |
| Q2 2016 | $103,000 | +2.0% | 1,195 | 0.0% | 0.06% | 0.0% |
| Q1 2016 | $101,000 | -13.7% | 1,195 | -9.5% | 0.06% | -13.4% |
| Q4 2015 | $117,000 | +5.4% | 1,320 | 0.0% | 0.07% | -4.3% |
| Q3 2015 | $111,000 | -35.5% | 1,320 | -31.2% | 0.07% | -35.2% |
| Q2 2015 | $172,000 | +0.6% | 1,920 | 0.0% | 0.11% | 0.0% |
| Q1 2015 | $171,000 | -14.9% | 1,920 | -13.9% | 0.11% | -18.8% |
| Q4 2014 | $201,000 | +7.5% | 2,230 | 0.0% | 0.13% | +2.3% |
| Q3 2014 | $187,000 | -10.1% | 2,230 | -10.8% | 0.13% | -23.5% |
| Q2 2014 | $208,000 | -16.8% | 2,500 | -18.3% | 0.17% | -17.1% |
| Q1 2014 | $250,000 | +2.0% | 3,060 | 0.0% | 0.20% | +1.5% |
| Q4 2013 | $245,000 | – | 3,060 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Wealth, LLC | 56,640 | $6,691,000 | 5.30% |
| Stillwater Capital Advisors, LLC | 99,954 | $11,808,000 | 2.57% |
| Somerset Group LLC | 20,983 | $2,479,000 | 2.08% |
| CIM, LLC | 40,330 | $4,764,000 | 1.75% |
| Madden Advisory Services, Inc. | 24,876 | $2,938,000 | 1.57% |
| PETTYJOHN, WOOD & WHITE, INC | 31,715 | $3,746,000 | 1.22% |
| PATTEN & PATTEN INC/TN | 84,421 | $9,973,000 | 1.09% |
| Pettinga Financial Advisors LLC | 15,520 | $1,833,000 | 0.98% |
| AFT, FORSYTH & COMPANY, INC. | 7,913 | $935,000 | 0.81% |
| DAGCO, INC. | 5,500 | $650,000 | 0.70% |