ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 77 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 8.21 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,384,000 | +3165.8% | 24,147 | +2948.9% | 0.08% | +2566.7% |
| Q3 2019 | $73,000 | -98.2% | 792 | -98.1% | 0.00% | -97.8% |
| Q3 2018 | $3,989,000 | +4.8% | 40,724 | +5.9% | 0.14% | -4.9% |
| Q2 2018 | $3,806,000 | +12.3% | 38,455 | +9.0% | 0.14% | +9.9% |
| Q1 2018 | $3,389,000 | +75.2% | 35,264 | +86.2% | 0.13% | +70.1% |
| Q4 2017 | $1,934,000 | +34.5% | 18,941 | +26.3% | 0.08% | +24.2% |
| Q3 2017 | $1,438,000 | +118.5% | 14,996 | +103.3% | 0.06% | +113.8% |
| Q2 2017 | $658,000 | -82.8% | 7,376 | -84.0% | 0.03% | -85.0% |
| Q4 2016 | $3,825,000 | -48.5% | 45,992 | -51.1% | 0.19% | -51.1% |
| Q3 2016 | $7,433,000 | +168.2% | 94,108 | +158.7% | 0.40% | +156.5% |
| Q2 2016 | $2,771,000 | +934.0% | 36,379 | +991.2% | 0.15% | +1183.3% |
| Q2 2015 | $268,000 | -9.5% | 3,334 | -7.3% | 0.01% | -40.0% |
| Q1 2015 | $296,000 | -5.1% | 3,598 | -5.2% | 0.02% | -13.0% |
| Q4 2014 | $312,000 | -90.5% | 3,796 | -90.0% | 0.02% | -91.1% |
| Q3 2014 | $3,270,000 | -43.4% | 37,994 | -42.3% | 0.26% | -38.9% |
| Q2 2014 | $5,773,000 | +11.2% | 65,860 | +5.2% | 0.42% | +8.7% |
| Q1 2014 | $5,193,000 | +92.8% | 62,602 | +89.4% | 0.39% | +80.6% |
| Q4 2013 | $2,693,000 | +151.9% | 33,045 | +129.0% | 0.22% | +248.4% |
| Q3 2013 | $1,069,000 | +116.4% | 14,427 | +96.7% | 0.06% | +59.0% |
| Q2 2013 | $494,000 | – | 7,335 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lionsbridge Wealth Management LLC | 11,202 | $1,570,000 | 1.69% |
| MinichMacGregor Wealth Management, LLC | 31,872 | $4,468,000 | 1.36% |
| First Citizens Financial Corp | 12,280 | $1,722,000 | 1.26% |
| EWG Elevate Inc. | 13,359 | $1,873,000 | 0.92% |
| Navis Wealth Advisors, LLC | 7,538 | $1,057,000 | 0.89% |
| Consilium Wealth Advisory, LLC | 7,743 | $1,086,000 | 0.70% |
| Pathway Financial Advisors LLC | 12,560 | $1,646,000 | 0.59% |
| UNIONVIEW, LLC | 4,036 | $566,000 | 0.53% |
| Vahanian & Associates Financial Planning Inc. | 4,656 | $653,000 | 0.53% |
| SOUTHERN CAPITAL ADVISORS, LLC | 5,164 | $724,000 | 0.45% |