ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 94 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $510,000 | -92.2% | 4,995 | -92.6% | 0.01% | -91.2% |
| Q3 2017 | $6,503,000 | +3415.1% | 67,885 | +3174.7% | 0.06% | +2750.0% |
| Q2 2017 | $185,000 | -79.3% | 2,073 | -79.3% | 0.00% | -75.0% |
| Q1 2017 | $892,000 | -60.8% | 10,009 | -63.4% | 0.01% | -57.9% |
| Q4 2016 | $2,273,000 | +9.6% | 27,337 | +4.2% | 0.02% | -13.6% |
| Q3 2016 | $2,073,000 | -61.3% | 26,241 | -64.1% | 0.02% | -43.6% |
| Q1 2016 | $5,357,000 | +139.8% | 73,109 | +163.7% | 0.04% | +160.0% |
| Q2 2015 | $2,234,000 | -51.2% | 27,722 | -50.4% | 0.02% | -44.4% |
| Q1 2015 | $4,578,000 | +248.1% | 55,892 | +265.9% | 0.03% | +237.5% |
| Q3 2014 | $1,315,000 | +32.6% | 15,274 | +34.8% | 0.01% | +33.3% |
| Q2 2014 | $992,000 | -1.9% | 11,334 | -17.0% | 0.01% | +50.0% |
| Q3 2013 | $1,011,000 | -52.8% | 13,662 | -57.3% | 0.00% | -60.0% |
| Q2 2013 | $2,143,000 | – | 31,959 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 99,895 | $14,940,000 | 4.78% |
| Lionsbridge Wealth Management LLC | 10,768 | $1,610,000 | 1.86% |
| Pinnacle Family Advisors, LLC | 21,345 | $3,192,000 | 1.70% |
| First Citizens Financial Corp | 13,567 | $2,029,000 | 1.52% |
| Navis Wealth Advisors, LLC | 7,639 | $1,142,000 | 1.01% |
| FIFTH THIRD SECURITIES, INC. | 2,045 | $306,000 | 0.91% |
| SVB Investment Services Inc. | 8,981 | $1,343,000 | 0.83% |
| Copperwynd Financial, LLC | 12,778 | $1,911,000 | 0.79% |
| Consilium Wealth Advisory, LLC | 7,263 | $1,086,000 | 0.78% |
| Kalos Management, Inc. | 7,595 | $1,066,000 | 0.73% |