ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 107 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 63.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,026,000 | +5.3% | 11,480 | +5.0% | 0.03% | +3.7% |
| Q1 2017 | $974,000 | +239.4% | 10,930 | +168.8% | 0.03% | +440.0% |
| Q4 2015 | $287,000 | -53.6% | 4,066 | -47.0% | 0.01% | -54.5% |
| Q2 2015 | $618,000 | +20.5% | 7,669 | +22.5% | 0.01% | +10.0% |
| Q1 2015 | $513,000 | -76.0% | 6,262 | -74.4% | 0.01% | -69.7% |
| Q2 2014 | $2,140,000 | – | 24,451 | – | 0.03% | – |
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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% |