ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 111 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 3.54 and the average weighting 0.2%.
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% | – |
Download | ||||||
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% |