ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.41 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,611 | -16.8% | 4,315 | -17.0% | 0.01% | -16.7% |
| Q2 2023 | $387,930 | -85.5% | 5,199 | -86.2% | 0.01% | -86.0% |
| Q1 2023 | $2,675,869 | -15.9% | 37,614 | -10.8% | 0.04% | -20.4% |
| Q4 2022 | $3,181,124 | +8.0% | 42,151 | -3.3% | 0.05% | -1.8% |
| Q3 2022 | $2,945,000 | -21.1% | 43,593 | -18.2% | 0.06% | -19.1% |
| Q2 2022 | $3,731,000 | -18.7% | 53,316 | -1.8% | 0.07% | -4.2% |
| Q1 2022 | $4,589,000 | -7.8% | 54,289 | -5.5% | 0.07% | -6.6% |
| Q4 2021 | $4,979,000 | +5.9% | 57,432 | +0.9% | 0.08% | -6.2% |
| Q3 2021 | $4,701,000 | -2.8% | 56,943 | -4.6% | 0.08% | -1.2% |
| Q2 2021 | $4,835,000 | -99.9% | 59,658 | -50.5% | 0.08% | +3.8% |
| Q1 2021 | $9,023,770,000 | +328037.1% | 120,526 | +192.7% | 0.08% | +31.7% |
| Q4 2020 | $2,750,000 | +27.2% | 41,180 | +116.1% | 0.06% | +11.1% |
| Q3 2020 | $2,162,000 | -17.5% | 19,052 | -19.9% | 0.05% | -28.0% |
| Q2 2020 | $2,620,000 | +198.7% | 23,790 | +163.8% | 0.08% | +134.4% |
| Q1 2020 | $877,000 | -16.1% | 9,019 | +18.9% | 0.03% | +3.2% |
| Q4 2019 | $1,045,000 | +24.6% | 7,586 | +16.3% | 0.03% | +10.7% |
| Q3 2019 | $839,000 | +17.7% | 6,520 | +14.8% | 0.03% | +7.7% |
| Q2 2019 | $713,000 | +95.3% | 5,678 | +83.3% | 0.03% | +73.3% |
| Q1 2019 | $365,000 | -45.3% | 3,097 | -50.6% | 0.02% | -53.1% |
| Q4 2018 | $667,000 | -7.7% | 6,274 | +5.4% | 0.03% | -5.9% |
| Q3 2018 | $723,000 | +2.0% | 5,953 | -1.6% | 0.03% | -19.0% |
| Q2 2018 | $709,000 | -2.6% | 6,050 | -2.2% | 0.04% | -16.0% |
| Q1 2018 | $728,000 | -12.1% | 6,183 | -10.9% | 0.05% | -20.6% |
| Q4 2017 | $828,000 | +10.1% | 6,936 | +3.4% | 0.06% | -18.2% |
| Q3 2017 | $752,000 | +3.7% | 6,707 | -0.6% | 0.08% | -4.9% |
| Q2 2017 | $725,000 | +44.7% | 6,748 | +40.1% | 0.08% | +6.6% |
| Q1 2017 | $501,000 | – | 4,816 | – | 0.08% | – |
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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% |