ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 287 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,617 | -61.5% | 35 | -50.0% | 0.00% | – |
| Q2 2023 | $6,790 | -87.8% | 70 | -85.0% | 0.00% | -100.0% |
| Q1 2023 | $55,793 | +15061.1% | 467 | -84.8% | 0.00% | -80.0% |
| Q4 2022 | $368 | -99.9% | 3,073 | +38.5% | 0.01% | +42.9% |
| Q3 2022 | $266,000 | -0.4% | 2,218 | -0.4% | 0.01% | -12.5% |
| Q2 2022 | $267,000 | -53.7% | 2,226 | -53.7% | 0.01% | +14.3% |
| Q1 2022 | $577,000 | +121.1% | 4,807 | +60.1% | 0.01% | +40.0% |
| Q4 2021 | $261,000 | +22.5% | 3,002 | +16.5% | 0.01% | +25.0% |
| Q3 2021 | $213,000 | -13.1% | 2,576 | -15.0% | 0.00% | -20.0% |
| Q2 2021 | $245,000 | +80.1% | 3,031 | +66.5% | 0.01% | +66.7% |
| Q1 2021 | $136,000 | +23.6% | 1,820 | +10.2% | 0.00% | -25.0% |
| Q4 2020 | $110,000 | +27.9% | 1,651 | +117.2% | 0.00% | -20.0% |
| Q3 2020 | $86,000 | +34.4% | 760 | +28.2% | 0.01% | 0.0% |
| Q2 2020 | $64,000 | +48.8% | 593 | +38.6% | 0.01% | +25.0% |
| Q1 2020 | $43,000 | -39.4% | 428 | -16.7% | 0.00% | -20.0% |
| Q4 2019 | $71,000 | -1.4% | 514 | -8.5% | 0.01% | 0.0% |
| Q3 2019 | $72,000 | +1340.0% | 562 | +1305.0% | 0.01% | +400.0% |
| Q1 2019 | $5,000 | -99.8% | 40 | -99.8% | 0.00% | -99.4% |
| Q4 2018 | $2,688,000 | +26.9% | 25,475 | +46.0% | 0.16% | +90.7% |
| Q3 2018 | $2,119,000 | +16.2% | 17,444 | +12.1% | 0.09% | +11.7% |
| Q2 2018 | $1,823,000 | -6.5% | 15,559 | -4.7% | 0.08% | -12.5% |
| Q1 2018 | $1,950,000 | 0.0% | 16,331 | 0.0% | 0.09% | 0.0% |
| Q4 2017 | $1,950,000 | +5.7% | 16,331 | -0.7% | 0.09% | +20.5% |
| Q3 2017 | $1,844,000 | +7.0% | 16,445 | +2.5% | 0.07% | 0.0% |
| Q2 2017 | $1,724,000 | +4.1% | 16,038 | +0.7% | 0.07% | +1.4% |
| Q1 2017 | $1,656,000 | +31.4% | 15,920 | +28.2% | 0.07% | +18.0% |
| Q4 2016 | $1,260,000 | +51.1% | 12,417 | +34.0% | 0.06% | +41.9% |
| Q3 2016 | $834,000 | +30.5% | 9,268 | +24.6% | 0.04% | +19.4% |
| Q2 2016 | $639,000 | +12680.0% | 7,441 | +18502.5% | 0.04% | +3500.0% |
| Q1 2016 | $5,000 | -97.2% | 40 | -98.0% | 0.00% | -91.7% |
| Q4 2015 | $179,000 | – | 2,020 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Annex Advisory Services, LLC | 164,902 | $13,806,000 | 4.67% |
| Peregrine Asset Advisers, Inc. | 45,826 | $3,837,000 | 3.15% |
| Quantitative Advantage, LLC | 134,243 | $11,239,000 | 2.81% |
| Institute for Wealth Management, LLC. | 30,094 | $2,524,000 | 2.40% |
| Nan Shan Life Insurance Co., Ltd. | 204,305 | $17,104,000 | 2.19% |
| ASSETMARK, INC | 1,034,984 | $86,649,000 | 2.00% |
| Jaffetilchin Investment Partners, LLC | 62,050 | $5,195,000 | 1.91% |
| Somerset Group LLC | 24,329 | $2,037,000 | 1.88% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 76,816 | $6,431,000 | 1.60% |
| PATTEN & PATTEN INC/TN | 112,605 | $9,427,000 | 1.50% |