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 2018 | $860,000 | -11.3% | 10,246 | +4.0% | 0.21% | -3.2% |
| Q3 2018 | $970,000 | -15.7% | 9,856 | -15.2% | 0.22% | -16.2% |
| Q2 2018 | $1,151,000 | +41.4% | 11,621 | +37.2% | 0.26% | +34.2% |
| Q1 2018 | $814,000 | -4.3% | 8,471 | +1.7% | 0.19% | -5.4% |
| Q4 2017 | $851,000 | +28.5% | 8,326 | +20.3% | 0.20% | +22.2% |
| Q3 2017 | $662,000 | +6.6% | 6,921 | -0.4% | 0.17% | -4.6% |
| Q2 2017 | $621,000 | -22.5% | 6,951 | -22.7% | 0.18% | -20.1% |
| Q1 2017 | $801,000 | +72.6% | 8,997 | +61.2% | 0.22% | +68.5% |
| Q4 2016 | $464,000 | -45.8% | 5,581 | -48.5% | 0.13% | -45.4% |
| Q3 2016 | $856,000 | +3.6% | 10,836 | -0.4% | 0.24% | 0.0% |
| Q2 2016 | $826,000 | +111.8% | 10,875 | +103.8% | 0.24% | +96.7% |
| Q1 2016 | $390,000 | -49.1% | 5,336 | -50.9% | 0.12% | -45.7% |
| Q4 2015 | $766,000 | +36.1% | 10,859 | +24.8% | 0.22% | +15.5% |
| Q3 2015 | $563,000 | -16.0% | 8,700 | +4.6% | 0.19% | -6.8% |
| Q2 2015 | $670,000 | +233.3% | 8,315 | +238.0% | 0.21% | +209.0% |
| Q1 2015 | $201,000 | -4.3% | 2,460 | -3.5% | 0.07% | 0.0% |
| Q4 2014 | $210,000 | – | 2,550 | – | 0.07% | – |
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% |