ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 107 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 63.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $278,450 | +23.2% | 2,101 | +16.0% | 0.00% | 0.0% |
| Q4 2022 | $225,956 | +1.8% | 1,811 | -11.8% | 0.00% | 0.0% |
| Q3 2022 | $222,000 | +8.8% | 2,054 | +18.8% | 0.00% | 0.0% |
| Q2 2022 | $204,000 | -29.7% | 1,729 | -10.8% | 0.00% | 0.0% |
| Q1 2022 | $290,000 | -7.6% | 1,939 | -13.4% | 0.00% | 0.0% |
| Q4 2021 | $314,000 | +9.4% | 2,240 | -2.9% | 0.00% | 0.0% |
| Q3 2021 | $287,000 | +13.4% | 2,306 | +19.1% | 0.00% | 0.0% |
| Q2 2021 | $253,000 | -78.2% | 1,937 | -85.4% | 0.00% | -92.0% |
| Q2 2014 | $1,163,000 | +31.9% | 13,283 | +25.4% | 0.02% | +25.0% |
| Q1 2014 | $882,000 | – | 10,590 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Midwest Financial, LLC | 120,789 | $13,699,000 | 13.05% |
| PIERSHALE FINANCIAL GROUP, INC. | 187,139 | $21,223,000 | 10.19% |
| Barber Financial Group, Inc. | 365,017 | $41,397,000 | 7.56% |
| Ascension Capital Advisors, Inc. | 57,357 | $6,505,000 | 4.54% |
| Ascension Asset Management LLC | 57,357 | $6,505,000 | 4.54% |
| EWG Elevate Inc. | 57,269 | $6,495,000 | 2.99% |
| Royal Fund Management, LLC | 97,231 | $11,027,000 | 2.34% |
| Pinkerton Retirement Specialists, LLC | 82,836 | $9,394,000 | 2.26% |
| Mattern Wealth Management LLC | 47,266 | $5,360,000 | 2.03% |
| Brookstone Capital Management | 365,884 | $41,495,000 | 1.65% |