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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |