ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 103 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $103,000 | +10.8% | 1,042 | 0.0% | 0.04% | +7.5% |
| Q2 2020 | $93,000 | +17.7% | 1,042 | -8.8% | 0.04% | -9.1% |
| Q1 2020 | $79,000 | -29.5% | 1,142 | 0.0% | 0.04% | -6.4% |
| Q4 2019 | $112,000 | +3.7% | 1,142 | -2.8% | 0.05% | 0.0% |
| Q3 2019 | $108,000 | -6.9% | 1,175 | -4.1% | 0.05% | -7.8% |
| Q2 2019 | $116,000 | +3.6% | 1,225 | 0.0% | 0.05% | +8.5% |
| Q1 2019 | $112,000 | +0.9% | 1,225 | -7.5% | 0.05% | -11.3% |
| Q4 2018 | $111,000 | -26.0% | 1,325 | -13.1% | 0.05% | -11.7% |
| Q3 2018 | $150,000 | -0.7% | 1,525 | 0.0% | 0.06% | -1.6% |
| Q2 2018 | $151,000 | +10.2% | 1,525 | +7.0% | 0.06% | +3.4% |
| Q1 2018 | $137,000 | +9.6% | 1,425 | +16.3% | 0.06% | +20.4% |
| Q4 2017 | $125,000 | +6.8% | 1,225 | 0.0% | 0.05% | -2.0% |
| Q3 2017 | $117,000 | +11.4% | 1,225 | +4.3% | 0.05% | +11.1% |
| Q2 2017 | $105,000 | +9.4% | 1,175 | +9.3% | 0.04% | 0.0% |
| Q1 2017 | $96,000 | +209.7% | 1,075 | +186.7% | 0.04% | +181.2% |
| Q4 2016 | $31,000 | +3.3% | 375 | 0.0% | 0.02% | +6.7% |
| Q3 2016 | $30,000 | +25.0% | 375 | +21.0% | 0.02% | +7.1% |
| Q2 2016 | $24,000 | +20.0% | 310 | +12.7% | 0.01% | +27.3% |
| Q1 2016 | $20,000 | +5.3% | 275 | 0.0% | 0.01% | +10.0% |
| Q4 2015 | $19,000 | +5.6% | 275 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $18,000 | -47.1% | 275 | -35.3% | 0.01% | -47.4% |
| Q2 2015 | $34,000 | +3.0% | 425 | +6.2% | 0.02% | +5.6% |
| Q1 2015 | $33,000 | 0.0% | 400 | 0.0% | 0.02% | -10.0% |
| Q4 2014 | $33,000 | -2.9% | 400 | 0.0% | 0.02% | -4.8% |
| Q3 2014 | $34,000 | -2.9% | 400 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $35,000 | +6.1% | 400 | 0.0% | 0.02% | +5.0% |
| Q1 2014 | $33,000 | +65.0% | 400 | +60.0% | 0.02% | +66.7% |
| Q4 2013 | $20,000 | +81.8% | 250 | +66.7% | 0.01% | +71.4% |
| Q3 2013 | $11,000 | 0.0% | 150 | -11.8% | 0.01% | 0.0% |
| Q2 2013 | $11,000 | – | 170 | – | 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% |