ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 77 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 8.21 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $528,015,000 | +6.1% | 5,776 | -2.6% | 0.44% | -53.9% |
| Q4 2018 | $497,681,000 | -21.6% | 5,928 | -8.1% | 0.96% | +244.4% |
| Q3 2018 | $635,114,000 | -6.8% | 6,453 | -6.2% | 0.28% | -9.4% |
| Q2 2018 | $681,478,000 | +1.5% | 6,883 | -1.5% | 0.31% | -1.9% |
| Q1 2018 | $671,111,000 | -7.9% | 6,985 | -2.1% | 0.31% | -2.8% |
| Q4 2017 | $728,867,000 | +3.1% | 7,132 | -3.3% | 0.32% | -3.0% |
| Q3 2017 | $706,780,000 | +6.5% | 7,378 | -0.6% | 0.33% | +3.1% |
| Q2 2017 | $663,356,000 | -3.1% | 7,424 | -3.4% | 0.32% | -3.3% |
| Q1 2017 | $684,795,000 | +5.4% | 7,682 | -1.7% | 0.33% | +0.9% |
| Q4 2016 | $649,906,000 | +3.7% | 7,815 | -1.6% | 0.33% | +0.6% |
| Q3 2016 | $627,005,000 | +2.6% | 7,939 | -1.3% | 0.33% | +0.9% |
| Q2 2016 | $610,845,000 | +5.6% | 8,044 | -1.9% | 0.33% | +14.0% |
| Q4 2015 | $578,361,000 | +12297.9% | 8,200 | -85.7% | 0.29% | -87.3% |
| Q2 2015 | $4,665,000 | -3.9% | 57,536 | -1.9% | 2.25% | -2.3% |
| Q1 2015 | $4,856,000 | -0.7% | 58,654 | -0.9% | 2.30% | +0.9% |
| Q4 2014 | $4,888,000 | -3.2% | 59,192 | -2.3% | 2.28% | -13.7% |
| Q3 2014 | $5,050,000 | -5.5% | 60,601 | -0.5% | 2.64% | +1.2% |
| Q2 2014 | $5,346,000 | +6.0% | 60,913 | -0.5% | 2.61% | -2.9% |
| Q1 2014 | $5,042,000 | +1.4% | 61,221 | -0.3% | 2.69% | +4.3% |
| Q4 2013 | $4,971,000 | +5.5% | 61,419 | -3.3% | 2.58% | -4.6% |
| Q3 2013 | $4,710,000 | – | 63,531 | – | 2.70% | – |
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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% |