ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $112,073 | +12.1% | 1,485 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $100,000 | -8.3% | 1,485 | -4.4% | 0.01% | 0.0% |
| Q2 2022 | $109,000 | -27.3% | 1,554 | -12.6% | 0.01% | -25.0% |
| Q1 2022 | $150,000 | +7.1% | 1,778 | +10.4% | 0.01% | +9.1% |
| Q4 2021 | $140,000 | +5.3% | 1,611 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $133,000 | +1.5% | 1,611 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $131,000 | -5.8% | 1,611 | -13.0% | 0.01% | -8.3% |
| Q1 2021 | $139,000 | -51.2% | 1,852 | -54.1% | 0.01% | -7.7% |
| Q4 2020 | $285,000 | +129.8% | 4,036 | +269.6% | 0.01% | +8.3% |
| Q3 2020 | $124,000 | +3.3% | 1,092 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $120,000 | -2.4% | 1,092 | -13.5% | 0.01% | -18.8% |
| Q1 2020 | $123,000 | -29.3% | 1,262 | 0.0% | 0.02% | -15.8% |
| Q4 2019 | $174,000 | +7.4% | 1,262 | 0.0% | 0.02% | -5.0% |
| Q3 2019 | $162,000 | +1.9% | 1,262 | 0.0% | 0.02% | +5.3% |
| Q2 2019 | $159,000 | +6.7% | 1,262 | 0.0% | 0.02% | +11.8% |
| Q1 2019 | $149,000 | +11.2% | 1,262 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $134,000 | -23.4% | 1,262 | -12.5% | 0.02% | -19.0% |
| Q3 2018 | $175,000 | +3.6% | 1,442 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $169,000 | -0.6% | 1,442 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $170,000 | -11.0% | 1,442 | -10.0% | 0.02% | -8.7% |
| Q4 2017 | $191,000 | +6.1% | 1,602 | 0.0% | 0.02% | +4.5% |
| Q3 2017 | $180,000 | -11.3% | 1,602 | -15.2% | 0.02% | -15.4% |
| Q2 2017 | $203,000 | +3.0% | 1,889 | 0.0% | 0.03% | +4.0% |
| Q1 2017 | $197,000 | +2.6% | 1,889 | 0.0% | 0.02% | -16.7% |
| Q4 2016 | $192,000 | +9.1% | 1,889 | -3.3% | 0.03% | +15.4% |
| Q3 2016 | $176,000 | -18.1% | 1,953 | -22.0% | 0.03% | -21.2% |
| Q2 2016 | $215,000 | -3.2% | 2,503 | -4.5% | 0.03% | -8.3% |
| Q1 2016 | $222,000 | – | 2,621 | – | 0.04% | – |
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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% |