ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $277,210 | -2.7% | 3,708 | -2.9% | 0.07% | -6.5% |
Q2 2023 | $284,861 | +2.7% | 3,818 | -2.1% | 0.08% | -3.8% |
Q1 2023 | $277,304 | -25.5% | 3,898 | -20.9% | 0.08% | -32.8% |
Q4 2022 | $371,992 | +11.0% | 4,929 | -0.5% | 0.12% | 0.0% |
Q3 2022 | $335,000 | +0.6% | 4,954 | +4.2% | 0.12% | +13.3% |
Q2 2022 | $333,000 | -11.2% | 4,755 | +7.2% | 0.10% | -4.5% |
Q1 2022 | $375,000 | +5.0% | 4,435 | +7.8% | 0.11% | +12.2% |
Q4 2021 | $357,000 | +26.6% | 4,115 | +20.5% | 0.10% | +12.6% |
Q3 2021 | $282,000 | +6.0% | 3,414 | +4.1% | 0.09% | +2.4% |
Q2 2021 | $266,000 | – | 3,279 | – | 0.08% | – |
Download |
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% |