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 2017 | $9,096,000 | +2664.7% | 89 | -97.4% | 1.25% | +4537.0% |
| Q3 2017 | $329,000 | -96.1% | 3,435 | -96.3% | 0.03% | -95.8% |
| Q2 2017 | $8,359,000 | +306.2% | 92,646 | +301.3% | 0.64% | +307.7% |
| Q1 2017 | $2,058,000 | +790.9% | 23,084 | +771.4% | 0.16% | +766.7% |
| Q4 2016 | $231,000 | -92.0% | 2,649 | -92.7% | 0.02% | -91.9% |
| Q2 2016 | $2,891,000 | +56.7% | 36,364 | +49.3% | 0.22% | +39.4% |
| Q1 2016 | $1,845,000 | -99.7% | 24,354 | +189.6% | 0.16% | +233.3% |
| Q4 2014 | $673,557,000 | +52686.6% | 8,410 | -44.7% | 0.05% | -50.5% |
| Q3 2014 | $1,276,000 | -91.4% | 15,203 | -91.1% | 0.10% | -91.7% |
| Q2 2014 | $14,914,000 | +10.9% | 170,388 | +6.9% | 1.17% | +1.1% |
| Q1 2014 | $13,453,000 | +73.5% | 159,376 | +67.4% | 1.16% | +67.7% |
| Q4 2013 | $7,754,000 | +243.7% | 95,180 | +212.8% | 0.69% | +215.5% |
| Q3 2013 | $2,256,000 | – | 30,433 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 114,550 | $11,707,000 | 5.40% |
| Chessman Wealth Strategies RIA | 23,801 | $2,432,000 | 2.43% |
| BREITER CAPITAL MANAGEMENT INC | 14,287 | $1,460,000 | 2.10% |
| Kalos Management, Inc. | 28,658 | $2,928,000 | 1.38% |
| Copperwynd Financial, LLC | 18,162 | $1,856,000 | 1.36% |
| NATIONAL PLANNING CORP | 89 | $9,096,000 | 1.25% |
| Barber Financial Group, Inc. | 40,116 | $4,100,000 | 1.04% |
| Strategic Wealth Partners, Ltd. | 17,971 | $1,762,000 | 0.98% |
| Conservest Capital Advisors, Inc. | 45,727 | $4,673,000 | 0.93% |
| COMMERCE BANK | 629,507 | $64,336,000 | 0.84% |