ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 134 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,008 | -26.3% | 1,995 | -22.3% | 0.00% | -50.0% |
| Q2 2023 | $341,775 | -47.2% | 2,569 | -47.4% | 0.00% | +100.0% |
| Q1 2023 | $647,807 | -7.9% | 4,888 | -13.3% | 0.00% | -50.0% |
| Q4 2022 | $703,703 | +96.6% | 5,640 | +70.3% | 0.00% | +100.0% |
| Q3 2022 | $358,000 | -33.5% | 3,311 | -8.0% | 0.00% | 0.0% |
| Q1 2022 | $538,000 | -31.3% | 3,597 | -58.0% | 0.00% | -75.0% |
| Q1 2019 | $783,000 | -29.2% | 8,568 | -23.3% | 0.00% | -33.3% |
| Q2 2018 | $1,106,000 | +19.7% | 11,173 | +16.2% | 0.01% | 0.0% |
| Q1 2018 | $924,000 | -19.3% | 9,613 | -25.2% | 0.01% | -33.3% |
| Q1 2017 | $1,145,000 | +48.7% | 12,848 | +38.7% | 0.01% | +28.6% |
| Q4 2016 | $770,000 | +109.2% | 9,262 | +84.6% | 0.01% | +75.0% |
| Q1 2016 | $368,000 | – | 5,017 | – | 0.00% | – |
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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% |