ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 110 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 102.80 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,194,000 | +17.2% | 11,041 | +27.6% | 0.03% | +23.8% |
| Q2 2022 | $1,019,000 | -21.6% | 8,653 | -0.3% | 0.02% | -8.7% |
| Q1 2022 | $1,299,000 | +319.0% | 8,683 | +141.2% | 0.02% | -28.1% |
| Q3 2014 | $310,000 | -5.2% | 3,600 | -3.8% | 0.03% | -3.0% |
| Q2 2014 | $327,000 | -83.1% | 3,741 | -83.9% | 0.03% | -83.2% |
| Q1 2014 | $1,932,000 | +548.3% | 23,202 | +534.5% | 0.20% | +556.7% |
| Q4 2013 | $298,000 | +10.0% | 3,657 | -0.3% | 0.03% | +7.1% |
| Q3 2013 | $271,000 | – | 3,668 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 99,895 | $14,940,000 | 4.78% |
| Lionsbridge Wealth Management LLC | 10,768 | $1,610,000 | 1.86% |
| Pinnacle Family Advisors, LLC | 21,345 | $3,192,000 | 1.70% |
| First Citizens Financial Corp | 13,567 | $2,029,000 | 1.52% |
| Navis Wealth Advisors, LLC | 7,639 | $1,142,000 | 1.01% |
| FIFTH THIRD SECURITIES, INC. | 2,045 | $306,000 | 0.91% |
| SVB Investment Services Inc. | 8,981 | $1,343,000 | 0.83% |
| Copperwynd Financial, LLC | 12,778 | $1,911,000 | 0.79% |
| Consilium Wealth Advisory, LLC | 7,263 | $1,086,000 | 0.78% |
| Kalos Management, Inc. | 7,595 | $1,066,000 | 0.73% |