ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 229 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.70 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $217,308 | -9.5% | 2,879 | +1.5% | 0.10% | -2.0% |
| Q1 2022 | $240,000 | -2.0% | 2,837 | +0.4% | 0.10% | -2.9% |
| Q4 2021 | $245,000 | +5.6% | 2,826 | +0.7% | 0.10% | +7.4% |
| Q3 2021 | $232,000 | +2.2% | 2,805 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $227,000 | +0.9% | 2,805 | -6.5% | 0.10% | -2.1% |
| Q1 2021 | $225,000 | +12.5% | 3,001 | 0.0% | 0.10% | 0.0% |
| Q4 2020 | $200,000 | -1.5% | 3,001 | +104.0% | 0.10% | -53.8% |
| Q4 2019 | $203,000 | -88.2% | 1,471 | +1.3% | 0.21% | +12.3% |
| Q1 2019 | $1,715,000 | +885.6% | 1,452 | +1.5% | 0.19% | +15.4% |
| Q3 2018 | $174,000 | +4.2% | 1,431 | +0.4% | 0.16% | +2.5% |
| Q2 2018 | $167,000 | – | 1,425 | – | 0.16% | – |
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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% |