ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 150 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 2.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,258,000 | -40.7% | 13,631 | -41.3% | 0.10% | -18.3% |
| Q1 2019 | $2,122,000 | +602.6% | 23,208 | +657.2% | 0.12% | +566.7% |
| Q3 2018 | $302,000 | -92.3% | 3,065 | -92.3% | 0.02% | -89.7% |
| Q2 2018 | $3,932,000 | +150.0% | 39,720 | +142.5% | 0.17% | +104.7% |
| Q1 2018 | $1,573,000 | -19.7% | 16,377 | -19.9% | 0.08% | -12.4% |
| Q3 2017 | $1,959,000 | -17.4% | 20,447 | -23.0% | 0.10% | -70.5% |
| Q2 2017 | $2,372,000 | +110.7% | 26,548 | +86.2% | 0.33% | +70.5% |
| Q3 2016 | $1,126,000 | -47.5% | 14,254 | -53.2% | 0.19% | -36.7% |
| Q4 2015 | $2,146,000 | +13.0% | 30,426 | +31.2% | 0.30% | +45.9% |
| Q1 2015 | $1,899,000 | -58.7% | 23,185 | -66.2% | 0.21% | -52.6% |
| Q2 2013 | $4,597,000 | – | 68,561 | – | 0.44% | – |
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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% |