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 | $531,000 | -7.7% | 5,200 | -13.3% | 0.00% | -25.0% |
| Q3 2017 | $575,000 | -81.7% | 6,000 | -82.9% | 0.00% | -84.6% |
| Q1 2017 | $3,135,000 | +21.7% | 35,174 | +13.6% | 0.03% | +18.2% |
| Q4 2016 | $2,576,000 | -3.5% | 30,974 | -8.3% | 0.02% | -12.0% |
| Q3 2016 | $2,669,000 | +188.2% | 33,788 | +177.2% | 0.02% | +177.8% |
| Q2 2016 | $926,000 | +271.9% | 12,188 | +258.5% | 0.01% | +350.0% |
| Q1 2016 | $249,000 | -14.4% | 3,400 | -17.5% | 0.00% | -33.3% |
| Q4 2015 | $291,000 | -46.1% | 4,119 | -50.6% | 0.00% | -50.0% |
| Q3 2015 | $540,000 | -69.9% | 8,334 | -62.5% | 0.01% | -73.9% |
| Q2 2015 | $1,792,000 | -42.5% | 22,234 | -41.5% | 0.02% | -45.2% |
| Q1 2015 | $3,115,000 | +41.8% | 38,034 | +42.9% | 0.04% | +61.5% |
| Q4 2014 | $2,196,000 | +126.2% | 26,624 | +139.9% | 0.03% | +160.0% |
| Q2 2014 | $971,000 | – | 11,100 | – | 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% |