ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 110 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 102.80 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $6,595,000 | -2.6% | 80,524 | -2.0% | 0.30% | -3.9% |
| Q4 2014 | $6,774,000 | -12.1% | 82,140 | -8.2% | 0.31% | -10.5% |
| Q3 2014 | $7,704,000 | -1.6% | 89,510 | +0.1% | 0.34% | +0.9% |
| Q2 2014 | $7,829,000 | +4.1% | 89,447 | -0.9% | 0.34% | -0.9% |
| Q1 2014 | $7,519,000 | +3.6% | 90,300 | +1.3% | 0.34% | +8.5% |
| Q4 2013 | $7,259,000 | +9.4% | 89,148 | -0.6% | 0.32% | -0.3% |
| Q3 2013 | $6,633,000 | +11.0% | 89,664 | +0.6% | 0.32% | +4.6% |
| Q2 2013 | $5,976,000 | – | 89,126 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 114,550 | $11,707,000 | 5.40% |
| Chessman Wealth Strategies RIA | 23,801 | $2,432,000 | 2.43% |
| BREITER CAPITAL MANAGEMENT INC | 14,287 | $1,460,000 | 2.10% |
| Kalos Management, Inc. | 28,658 | $2,928,000 | 1.38% |
| Copperwynd Financial, LLC | 18,162 | $1,856,000 | 1.36% |
| NATIONAL PLANNING CORP | 89 | $9,096,000 | 1.25% |
| Barber Financial Group, Inc. | 40,116 | $4,100,000 | 1.04% |
| Strategic Wealth Partners, Ltd. | 17,971 | $1,762,000 | 0.98% |
| Conservest Capital Advisors, Inc. | 45,727 | $4,673,000 | 0.93% |
| COMMERCE BANK | 629,507 | $64,336,000 | 0.84% |