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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $317,000 | -67.0% | 3,300 | -64.9% | 0.00% | -66.7% |
| Q4 2017 | $961,000 | -70.0% | 9,400 | -71.9% | 0.00% | -66.7% |
| Q3 2017 | $3,199,000 | +1179.6% | 33,400 | +1092.9% | 0.01% | +800.0% |
| Q2 2017 | $250,000 | -56.8% | 2,800 | -56.9% | 0.00% | -50.0% |
| Q1 2017 | $579,000 | -78.3% | 6,500 | -79.8% | 0.00% | -80.0% |
| Q4 2016 | $2,669,000 | +404.5% | 32,100 | +379.1% | 0.01% | +400.0% |
| Q3 2016 | $529,000 | +2.5% | 6,700 | -1.5% | 0.00% | -33.3% |
| Q2 2016 | $516,000 | -24.2% | 6,800 | -26.9% | 0.00% | -25.0% |
| Q1 2016 | $681,000 | +105.7% | 9,300 | +97.9% | 0.00% | +100.0% |
| Q4 2015 | $331,000 | +24.9% | 4,700 | +14.6% | 0.00% | 0.0% |
| Q3 2015 | $265,000 | -47.8% | 4,100 | -34.9% | 0.00% | -50.0% |
| Q2 2015 | $508,000 | 0.0% | 6,300 | +6.8% | 0.00% | 0.0% |
| Q3 2014 | $508,000 | – | 5,900 | – | 0.00% | – |
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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% |