ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 102 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.49 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $213,000 | -76.9% | 2,566 | -78.0% | 0.01% | -78.1% |
| Q3 2016 | $922,000 | +1.2% | 11,666 | -2.7% | 0.03% | -3.0% |
| Q2 2016 | $911,000 | +569.9% | 11,988 | +544.9% | 0.03% | +450.0% |
| Q1 2016 | $136,000 | +11.5% | 1,859 | +7.5% | 0.01% | 0.0% |
| Q4 2015 | $122,000 | +117.9% | 1,730 | +98.4% | 0.01% | +50.0% |
| Q3 2015 | $56,000 | -67.6% | 872 | -59.3% | 0.00% | -66.7% |
| Q2 2015 | $173,000 | -6.5% | 2,144 | -5.2% | 0.01% | -7.7% |
| Q1 2015 | $185,000 | -24.5% | 2,262 | -23.8% | 0.01% | -51.9% |
| Q4 2014 | $245,000 | -24.4% | 2,969 | -21.1% | 0.03% | -30.8% |
| Q3 2014 | $324,000 | +7.3% | 3,764 | +9.0% | 0.04% | -2.5% |
| Q2 2014 | $302,000 | -48.1% | 3,453 | -50.6% | 0.04% | -4.8% |
| Q1 2014 | $582,000 | +58.6% | 6,990 | +55.2% | 0.04% | -25.0% |
| Q4 2013 | $367,000 | +34.4% | 4,504 | +21.9% | 0.06% | +16.7% |
| Q3 2013 | $273,000 | +8.3% | 3,695 | -1.6% | 0.05% | -5.9% |
| Q2 2013 | $252,000 | – | 3,755 | – | 0.05% | – |
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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% |