ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 73 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.69 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $762,000 | +4980.0% | 11,000 | +5400.0% | 0.01% | – |
| Q2 2016 | $15,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2016 | $15,000 | -73.7% | 200 | -75.2% | 0.00% | – |
| Q4 2015 | $57,000 | -56.5% | 805 | -49.4% | 0.00% | -100.0% |
| Q4 2014 | $131,000 | -72.9% | 1,591 | -71.7% | 0.00% | -80.0% |
| Q3 2014 | $484,000 | +437.8% | 5,619 | +445.5% | 0.01% | +400.0% |
| Q2 2014 | $90,000 | – | 1,030 | +34233.3% | 0.00% | – |
| Q1 2014 | $0 | -100.0% | 3 | -98.3% | 0.00% | – |
| Q2 2013 | $12,000 | – | 181 | – | 0.00% | – |
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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% |