ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $334,000 | -8.0% | 3,951 | -5.7% | 0.01% | -12.5% |
| Q4 2021 | $363,000 | +4.9% | 4,191 | 0.0% | 0.02% | +14.3% |
| Q3 2021 | $345,967 | +1.9% | 4,191 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $339,681 | +2153.7% | 4,191 | +3392.5% | 0.02% | +650.0% |
| Q2 2019 | $15,072 | +6.3% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $14,176 | +11.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,764 | -12.4% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $14,576 | +3.6% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,063 | -0.5% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $14,137 | -1.4% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $14,332 | +6.5% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $13,454 | – | 120 | – | 0.00% | – |
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% |