ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 277 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $235,480 | +13.9% | 3,310 | +20.8% | 0.01% | +8.3% |
| Q4 2022 | $206,743 | +36.9% | 2,740 | +22.9% | 0.01% | +20.0% |
| Q3 2022 | $151,000 | -3.2% | 2,229 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $156,000 | -24.6% | 2,220 | -9.6% | 0.01% | -23.1% |
| Q1 2022 | $207,000 | 0.0% | 2,456 | +2.6% | 0.01% | 0.0% |
| Q4 2021 | $207,000 | +5.1% | 2,394 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $197,000 | +3.7% | 2,388 | +2.1% | 0.01% | -7.1% |
| Q2 2021 | $190,000 | +4.4% | 2,340 | -3.5% | 0.01% | -12.5% |
| Q1 2021 | $182,000 | +12.3% | 2,426 | +0.2% | 0.02% | +6.7% |
| Q4 2020 | $162,000 | -41.1% | 2,420 | -7.2% | 0.02% | -21.1% |
| Q3 2020 | $275,000 | +89.7% | 2,608 | +97.4% | 0.02% | 0.0% |
| Q2 2020 | $145,000 | +16.0% | 1,321 | +3.0% | 0.02% | -13.6% |
| Q1 2020 | $125,000 | -24.7% | 1,282 | +6.3% | 0.02% | +4.8% |
| Q4 2019 | $166,000 | +14.5% | 1,206 | +6.8% | 0.02% | -8.7% |
| Q3 2019 | $145,000 | +2.1% | 1,129 | +0.2% | 0.02% | -17.9% |
| Q2 2019 | $142,000 | -43.2% | 1,127 | -46.2% | 0.03% | -49.1% |
| Q4 2017 | $250,000 | – | 2,095 | – | 0.06% | – |
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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% |