ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 287 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $106,117 | -48.0% | 1,322 | -51.7% | 0.01% | -55.0% |
| Q1 2021 | $204,000 | -99.9% | 2,738 | +71.2% | 0.02% | -9.1% |
| Q2 2020 | $176,113,000 | +79951.4% | 1,599 | 0.0% | 0.02% | -21.4% |
| Q4 2019 | $220,000 | -1.8% | 1,599 | -10.1% | 0.03% | -9.7% |
| Q3 2019 | $224,000 | +0.4% | 1,779 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $223,000 | -2.6% | 1,779 | -8.5% | 0.03% | -8.8% |
| Q1 2019 | $229,000 | – | 1,944 | – | 0.03% | – |
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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% |