ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 223 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $9,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | +14.3% | 110 | 0.0% | 0.00% | +100.0% |
| Q4 2020 | $7,000 | +16.7% | 110 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | -85.1% | 55 | -84.9% | 0.00% | -87.5% |
| Q3 2019 | $47,000 | -20.3% | 364 | -27.9% | 0.01% | -38.5% |
| Q2 2019 | $59,000 | +37.2% | 505 | +38.7% | 0.01% | +62.5% |
| Q1 2019 | $43,000 | +10.3% | 364 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $39,000 | -11.4% | 364 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $44,000 | -25.4% | 364 | -27.9% | 0.01% | -30.8% |
| Q2 2018 | $59,000 | 0.0% | 505 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $59,000 | -1.7% | 505 | 0.0% | 0.01% | -7.1% |
| Q4 2017 | $60,000 | – | 505 | – | 0.01% | – |
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% |