ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 97 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.98 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $225,000 | -32.0% | 1,790 | -38.7% | 0.03% | -36.5% |
| Q4 2020 | $331,000 | +10.0% | 2,920 | -4.3% | 0.05% | -5.5% |
| Q3 2020 | $301,000 | -8.5% | 3,050 | -17.3% | 0.06% | -15.4% |
| Q2 2020 | $329,000 | -13.9% | 3,690 | -33.0% | 0.06% | -31.6% |
| Q1 2020 | $382,000 | -42.6% | 5,508 | -19.0% | 0.10% | -26.4% |
| Q4 2019 | $666,000 | -11.7% | 6,803 | -16.7% | 0.13% | -21.8% |
| Q3 2019 | $754,000 | -9.9% | 8,168 | -7.3% | 0.16% | -14.1% |
| Q2 2019 | $837,000 | -5.1% | 8,813 | -8.7% | 0.19% | -7.2% |
| Q1 2019 | $882,000 | -1.6% | 9,648 | -9.6% | 0.21% | -15.5% |
| Q4 2018 | $896,000 | -17.6% | 10,674 | -3.4% | 0.24% | -4.3% |
| Q3 2018 | $1,087,000 | -0.5% | 11,044 | +0.1% | 0.26% | -11.4% |
| Q2 2018 | $1,092,000 | +4.1% | 11,034 | +1.1% | 0.29% | -6.5% |
| Q1 2018 | $1,049,000 | -8.1% | 10,919 | -2.2% | 0.31% | +1.0% |
| Q4 2017 | $1,141,000 | +3.8% | 11,169 | -2.7% | 0.31% | -50.9% |
| Q3 2017 | $1,099,000 | +6.8% | 11,474 | -0.3% | 0.62% | +104.3% |
| Q2 2017 | $1,029,000 | -0.8% | 11,513 | -1.0% | 0.30% | -3.5% |
| Q1 2017 | $1,037,000 | +5.1% | 11,633 | -2.0% | 0.32% | -1.9% |
| Q4 2016 | $987,000 | +27.0% | 11,873 | +20.6% | 0.32% | +18.4% |
| Q3 2016 | $777,000 | +1.8% | 9,843 | -2.0% | 0.27% | -4.9% |
| Q2 2016 | $763,000 | -1.9% | 10,048 | -5.4% | 0.29% | -17.6% |
| Q1 2016 | $778,000 | -13.2% | 10,622 | -16.3% | 0.35% | -10.8% |
| Q4 2015 | $896,000 | +7.4% | 12,697 | -1.4% | 0.39% | +1.3% |
| Q3 2015 | $834,000 | -25.1% | 12,882 | -6.8% | 0.38% | -22.9% |
| Q2 2015 | $1,114,000 | -6.2% | 13,822 | -1.6% | 0.50% | -9.6% |
| Q1 2015 | $1,188,000 | -10.6% | 14,047 | -12.8% | 0.55% | -3.0% |
| Q4 2014 | $1,329,000 | -13.0% | 16,112 | -9.2% | 0.57% | -17.1% |
| Q3 2014 | $1,528,000 | -13.4% | 17,751 | -12.0% | 0.68% | -19.7% |
| Q2 2014 | $1,765,000 | -4.9% | 20,162 | -9.5% | 0.85% | -18.8% |
| Q1 2014 | $1,856,000 | -2.3% | 22,286 | -4.4% | 1.05% | -19.5% |
| Q4 2013 | $1,899,000 | +7.4% | 23,323 | -2.4% | 1.30% | +16.4% |
| Q3 2013 | $1,768,000 | +14.7% | 23,901 | +3.9% | 1.12% | +10.1% |
| Q2 2013 | $1,542,000 | – | 22,993 | – | 1.02% | – |
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% |