ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,595 | +4.9% | 142 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $10,102 | -5.7% | 142 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $10,717 | +7.2% | 142 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $10,000 | 0.0% | 142 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $10,000 | -16.7% | 142 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $12,000 | 0.0% | 142 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $12,000 | 0.0% | 142 | 0.0% | 0.01% | -22.2% |
| Q2 2021 | $12,000 | +9.1% | 142 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $11,000 | – | 142 | – | 0.01% | – |
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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% |