ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 150 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 2.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $323,000 | -57.6% | 3,160 | -60.3% | 0.02% | -70.4% |
| Q3 2017 | $762,000 | +63.9% | 7,951 | +52.7% | 0.07% | +294.4% |
| Q2 2017 | $465,000 | +71.0% | 5,207 | +59.1% | 0.02% | +1700.0% |
| Q4 2016 | $272,000 | -5.2% | 3,273 | -10.0% | 0.00% | 0.0% |
| Q3 2016 | $287,000 | -78.0% | 3,637 | -78.8% | 0.00% | -83.3% |
| Q2 2016 | $1,303,000 | +545.0% | 17,160 | +521.5% | 0.01% | +500.0% |
| Q1 2016 | $202,000 | -83.1% | 2,761 | -81.0% | 0.00% | -80.0% |
| Q4 2014 | $1,196,000 | -25.3% | 14,498 | -24.7% | 0.01% | -28.6% |
| Q1 2014 | $1,602,000 | -41.1% | 19,244 | -52.5% | 0.01% | -30.0% |
| Q2 2013 | $2,718,000 | – | 40,542 | – | 0.01% | – |
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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% |