ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 132 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $747,000 | +6.1% | 7,630 | 0.0% | 0.49% | -2.6% |
| Q3 2019 | $704,000 | -2.8% | 7,630 | 0.0% | 0.50% | +11.1% |
| Q2 2019 | $724,000 | +3.9% | 7,630 | 0.0% | 0.45% | +21.2% |
| Q1 2019 | $697,000 | +8.9% | 7,630 | 0.0% | 0.37% | -3.4% |
| Q4 2018 | $640,000 | -14.7% | 7,630 | 0.0% | 0.39% | -14.8% |
| Q3 2018 | $750,000 | -0.7% | 7,630 | 0.0% | 0.45% | -5.4% |
| Q2 2018 | $755,000 | +3.0% | 7,630 | 0.0% | 0.48% | +7.6% |
| Q1 2018 | $733,000 | -5.9% | 7,630 | 0.0% | 0.44% | -5.3% |
| Q4 2017 | $779,000 | +6.7% | 7,630 | 0.0% | 0.47% | +1.7% |
| Q3 2017 | $730,000 | +7.2% | 7,630 | 0.0% | 0.46% | +2.9% |
| Q2 2017 | $681,000 | -0.9% | 7,630 | -1.0% | 0.45% | +1.4% |
| Q1 2017 | $687,000 | +7.2% | 7,710 | 0.0% | 0.44% | +2.1% |
| Q4 2016 | $641,000 | +5.4% | 7,710 | 0.0% | 0.43% | +16.4% |
| Q3 2016 | $608,000 | +3.9% | 7,710 | 0.0% | 0.37% | +3.0% |
| Q2 2016 | $585,000 | +2.1% | 7,710 | -1.5% | 0.36% | -2.9% |
| Q1 2016 | $573,000 | 0.0% | 7,825 | -3.7% | 0.37% | -1.1% |
| Q4 2015 | $573,000 | +5.7% | 8,125 | -3.0% | 0.38% | +6.2% |
| Q3 2015 | $542,000 | -19.8% | 8,375 | -0.3% | 0.36% | -12.1% |
| Q2 2015 | $676,000 | -3.7% | 8,400 | -2.1% | 0.40% | -4.7% |
| Q1 2015 | $702,000 | -10.6% | 8,576 | -9.9% | 0.42% | -5.1% |
| Q4 2014 | $785,000 | -21.9% | 9,521 | -18.5% | 0.45% | -14.2% |
| Q3 2014 | $1,005,000 | -1.7% | 11,677 | +0.0% | 0.52% | +0.2% |
| Q2 2014 | $1,022,000 | +6.2% | 11,675 | +1.1% | 0.52% | -1.1% |
| Q1 2014 | $962,000 | +87.2% | 11,547 | +82.9% | 0.53% | +36.3% |
| Q4 2013 | $514,000 | +193.7% | 6,312 | +166.9% | 0.39% | +152.3% |
| Q3 2013 | $175,000 | +15.9% | 2,365 | +5.1% | 0.15% | +23.4% |
| Q2 2013 | $151,000 | – | 2,250 | – | 0.12% | – |
Download | ||||||
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% |