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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $229,000 | -4.2% | 1,835 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $239,000 | +3.9% | 1,835 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $230,000 | +10.6% | 1,835 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $208,000 | -45.3% | 1,835 | -56.9% | 0.01% | -54.5% |
| Q2 2020 | $380,000 | +28.8% | 4,260 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $295,000 | -29.3% | 4,260 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $417,000 | +6.1% | 4,260 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $393,000 | -3.0% | 4,260 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $405,000 | +0.5% | 4,260 | -3.4% | 0.01% | -8.3% |
| Q1 2019 | $403,000 | +8.9% | 4,410 | 0.0% | 0.01% | -7.7% |
| Q4 2018 | $370,000 | -35.3% | 4,410 | -24.1% | 0.01% | -27.8% |
| Q3 2018 | $572,000 | +45.9% | 5,810 | +46.7% | 0.02% | +80.0% |
| Q2 2018 | $392,000 | +3.2% | 3,960 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $380,000 | -42.9% | 3,960 | -39.2% | 0.01% | -42.9% |
| Q4 2017 | $666,000 | +2.8% | 6,510 | -10.3% | 0.02% | -4.5% |
| Q2 2017 | $648,000 | +0.2% | 7,260 | 0.0% | 0.02% | -4.3% |
| Q1 2017 | $647,000 | +7.3% | 7,260 | 0.0% | 0.02% | +4.5% |
| Q4 2016 | $603,000 | +2.4% | 7,260 | -2.6% | 0.02% | -29.0% |
| Q3 2016 | $589,000 | -1.3% | 7,456 | -5.1% | 0.03% | -3.1% |
| Q2 2016 | $597,000 | +3.1% | 7,856 | -0.7% | 0.03% | +3.2% |
| Q1 2016 | $579,000 | +3.8% | 7,910 | 0.0% | 0.03% | +3.3% |
| Q4 2015 | $558,000 | -7.2% | 7,910 | -14.9% | 0.03% | -11.8% |
| Q3 2015 | $601,000 | -26.3% | 9,290 | -8.1% | 0.03% | -20.9% |
| Q2 2015 | $815,000 | +6.1% | 10,110 | +7.8% | 0.04% | +10.3% |
| Q1 2015 | $768,000 | -1.3% | 9,375 | -0.6% | 0.04% | -2.5% |
| Q4 2014 | $778,000 | -38.7% | 9,435 | -36.0% | 0.04% | -40.3% |
| Q3 2014 | $1,269,000 | -1.6% | 14,735 | 0.0% | 0.07% | -2.9% |
| Q2 2014 | $1,290,000 | -3.2% | 14,735 | -8.0% | 0.07% | -13.8% |
| Q1 2014 | $1,333,000 | -23.8% | 16,015 | -25.4% | 0.08% | -20.0% |
| Q4 2013 | $1,749,000 | +337.2% | 21,475 | +297.0% | 0.10% | +300.0% |
| Q3 2013 | $400,000 | -72.2% | 5,410 | -74.8% | 0.02% | -73.4% |
| Q2 2013 | $1,441,000 | – | 21,490 | – | 0.09% | – |
Download | ||||||
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% |