SIGNATUREFD, LLC - ISHARES TR ownership

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
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$980
-5.2%
70.0%0.00%
Q1 2024$1,034
+6.9%
70.0%0.00%
Q4 2023$967
+9.4%
70.0%0.00%
Q3 2023$884
-82.3%
7
-82.9%
0.00%
Q2 2022$5,000
-16.7%
41
+2.5%
0.00%
Q1 2022$6,0000.0%400.0%0.00%
Q4 2021$6,000
-94.3%
40
-95.1%
0.00%
-100.0%
Q2 2021$106,000
+3.9%
8100.0%0.00%
-20.0%
Q1 2021$102,000
+10.9%
8100.0%0.01%
+25.0%
Q4 2020$92,000
+15.0%
8100.0%0.00%0.0%
Q3 2020$80,000
+11.1%
8100.0%0.00%0.0%
Q2 2020$72,000
+94.6%
810
+51.4%
0.00%
+33.3%
Q1 2020$37,000
-28.8%
5350.0%0.00%
-25.0%
Q4 2019$52,000
+6.1%
5350.0%0.00%0.0%
Q3 2019$49,000
-3.9%
5350.0%0.00%0.0%
Q2 2019$51,000
+4.1%
5350.0%0.00%0.0%
Q1 2019$49,000
+8.9%
5350.0%0.00%0.0%
Q4 2018$45,000
+800.0%
535
+698.5%
0.00%
+300.0%
Q1 2015$5,000
-16.7%
670.0%0.00%0.0%
Q4 2014$6,0000.0%670.0%0.00%
-50.0%
Q3 2014$6,0000.0%670.0%0.00%0.0%
Q2 2014$6,000670.00%
Other shareholders
ISHARES TR shareholders Q3 2014
NameSharesValueWeighting ↓
Cranbrook Wealth Management, LLC 17,368$1,225,0000.69%
Clal Insurance Enterprises Holdings Ltd 344,800$24,322,0000.65%
S. R. Schill & Associates 12,642$892,0000.62%
NWAM LLC 17,797$1,255,0000.51%
United Asset Strategies, Inc. 12,697$896,0000.39%
Madden Advisory Services, Inc. 8,125$573,0000.38%
ROBERTS GLORE & CO INC /IL/ 6,860$484,0000.37%
Virtu Financial LLC 30,426$2,146,0000.30%
CHARTIST INC /CA/ 8,200$578,361,0000.29%
BOSTON RESEARCH & MANAGEMENT INC 6,510$459,0000.28%
View complete list of ISHARES TR shareholders