ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 128 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.52 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $2,000 | -33.3% | 26 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | 0.0% | 26 | -7.1% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | +50.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,000 | -90.9% | 28 | -90.5% | 0.00% | -87.5% |
| Q1 2016 | $22,000 | +4.8% | 295 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $21,000 | -34.4% | 295 | -40.4% | 0.01% | -33.3% |
| Q3 2015 | $32,000 | -20.0% | 495 | 0.0% | 0.01% | -14.3% |
| Q2 2015 | $40,000 | -43.7% | 495 | -42.8% | 0.01% | -44.0% |
| Q1 2015 | $71,000 | -5.3% | 865 | -5.5% | 0.02% | 0.0% |
| Q4 2014 | $75,000 | -34.8% | 915 | -30.2% | 0.02% | -34.2% |
| Q2 2014 | $115,000 | -52.9% | 1,310 | -55.2% | 0.04% | -53.1% |
| Q1 2014 | $244,000 | -55.2% | 2,925 | -56.3% | 0.08% | -61.8% |
| Q4 2013 | $545,000 | -14.4% | 6,695 | -22.2% | 0.21% | -19.4% |
| Q3 2013 | $637,000 | +1.4% | 8,600 | -8.3% | 0.26% | -5.7% |
| Q2 2013 | $628,000 | – | 9,375 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 7,594 | $876,000 | 2.16% |
| SPC Financial, Inc. | 149,043 | $16,121,000 | 2.01% |
| Capital CS Group, LLC | 13,366 | $1,446,000 | 1.55% |
| First Citizens Financial Corp | 13,458 | $1,456,000 | 1.43% |
| Vahanian & Associates Financial Planning Inc. | 3,529 | $382,000 | 1.32% |
| Navis Wealth Advisors, LLC | 7,610 | $823,000 | 1.27% |
| Cadent Capital Advisors, LLC | 20,813 | $2,251,000 | 1.26% |
| Kesler, Norman & Wride, LLC | 28,887 | $3,124,000 | 0.87% |
| Royal Fund Management, LLC | 43,142 | $4,666,000 | 0.85% |
| MinichMacGregor Wealth Management, LLC | 15,848 | $1,714,000 | 0.68% |