ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 84 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $36,000 | +5.9% | 450 | 0.0% | 0.01% | +12.5% |
| Q2 2016 | $34,000 | +3.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $33,000 | +3.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $32,000 | +10.3% | 450 | 0.0% | 0.01% | +14.3% |
| Q3 2015 | $29,000 | -19.4% | 450 | 0.0% | 0.01% | -12.5% |
| Q2 2015 | $36,000 | -2.7% | 450 | 0.0% | 0.01% | -11.1% |
| Q1 2015 | $37,000 | -5.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $39,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $39,000 | +5.4% | 450 | 0.0% | 0.01% | -10.0% |
| Q1 2014 | $37,000 | 0.0% | 450 | 0.0% | 0.01% | +11.1% |
| Q4 2013 | $37,000 | +12.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $33,000 | +10.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $30,000 | – | 450 | – | 0.01% | – |
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% |