ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 134 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.22 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $9,000 | -30.8% | 100 | -35.5% | 0.00% | -33.3% |
| Q4 2016 | $13,000 | +8.3% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $12,000 | +50.0% | 155 | +55.0% | 0.00% | +50.0% |
| Q2 2016 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | -45.5% | 100 | -24.2% | 0.00% | -33.3% |
| Q2 2015 | $11,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $11,000 | -35.3% | 132 | -35.0% | 0.00% | 0.0% |
| Q4 2014 | $17,000 | -70.7% | 203 | -69.9% | 0.00% | -72.7% |
| Q3 2014 | $58,000 | -1.7% | 675 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $59,000 | +5.4% | 675 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $56,000 | -61.9% | 675 | -62.7% | 0.01% | -47.6% |
| Q4 2013 | $147,000 | -30.3% | 1,809 | -36.7% | 0.02% | -36.4% |
| Q3 2013 | $211,000 | +90.1% | 2,856 | +73.0% | 0.03% | +83.3% |
| Q2 2013 | $111,000 | – | 1,651 | – | 0.02% | – |
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% |