ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 223 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $293,000 | -30.1% | 2,128 | -33.9% | 2.27% | +165.2% |
| Q3 2019 | $419,000 | -18.0% | 3,221 | -25.4% | 0.86% | +106.8% |
| Q1 2019 | $511,000 | -11.7% | 4,319 | -20.7% | 0.41% | -27.7% |
| Q4 2018 | $579,000 | -70.5% | 5,446 | -66.3% | 0.57% | -66.0% |
| Q3 2018 | $1,964,000 | -2.5% | 16,152 | -5.6% | 1.69% | -21.1% |
| Q2 2018 | $2,014,000 | -13.7% | 17,108 | -13.6% | 2.14% | -5.2% |
| Q1 2018 | $2,335,000 | +16.8% | 19,801 | +19.7% | 2.26% | +24.9% |
| Q4 2017 | $2,000,000 | – | 16,546 | – | 1.81% | – |
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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% |