ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 98 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| 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% |