ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 214 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.37 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269,987 | -9.0% | 3,611 | -9.2% | 0.03% | -3.1% |
| Q2 2023 | $296,604 | -29.9% | 3,975 | -33.1% | 0.03% | -22.0% |
| Q1 2023 | $422,817 | -12.8% | 5,943 | -7.5% | 0.04% | -12.8% |
| Q4 2022 | $485,143 | +9.0% | 6,428 | -2.3% | 0.05% | -11.3% |
| Q3 2022 | $445,000 | -3.7% | 6,582 | -0.4% | 0.05% | +15.2% |
| Q2 2022 | $462,000 | -99.9% | 6,608 | -0.3% | 0.05% | 0.0% |
| Q1 2022 | $560,540,000 | -2.6% | 6,631 | -0.1% | 0.05% | 0.0% |
| Q4 2021 | $575,640,000 | +7.4% | 6,640 | +2.3% | 0.05% | -2.1% |
| Q3 2021 | $535,855,000 | +143947.0% | 6,491 | +41.5% | 0.05% | 0.0% |
| Q2 2021 | $372,000 | -18.6% | 4,587 | -24.9% | 0.05% | -2.1% |
| Q1 2021 | $457,000 | +16.6% | 6,111 | +4.0% | 0.05% | -4.0% |
| Q4 2020 | $392,000 | -4.2% | 5,874 | +72.4% | 0.05% | -9.1% |
| Q3 2020 | $409,000 | +19.9% | 3,408 | +10.2% | 0.06% | 0.0% |
| Q2 2020 | $341,000 | +28.7% | 3,092 | +13.6% | 0.06% | -1.8% |
| Q1 2020 | $265,000 | -6.0% | 2,722 | +32.5% | 0.06% | +14.3% |
| Q4 2019 | $282,000 | – | 2,054 | – | 0.05% | – |
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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% |