ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 134 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.1%.
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% | – |
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% |