ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 99 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $14,000 | -99.9% | 120 | -4.8% | 0.00% | -25.0% |
| Q1 2018 | $12,010,000 | -6.0% | 126 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $12,776,000 | +6.7% | 126 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $11,974,000 | +7.2% | 126 | +0.8% | 0.00% | +33.3% |
| Q2 2017 | $11,169,000 | +0.2% | 125 | -0.8% | 0.00% | 0.0% |
| Q1 2017 | $11,144,000 | -79.3% | 126 | -80.6% | 0.00% | -82.4% |
| Q4 2016 | $53,888,000 | -55.9% | 648 | -46.9% | 0.02% | 0.0% |
| Q3 2016 | $122,104,000 | +108.0% | 1,220 | +57.6% | 0.02% | -5.6% |
| Q2 2016 | $58,702,000 | -20.1% | 774 | -22.8% | 0.02% | -18.2% |
| Q1 2016 | $73,490,000 | -22.3% | 1,003 | -25.3% | 0.02% | -18.5% |
| Q4 2015 | $94,582,000 | +5.0% | 1,342 | -3.6% | 0.03% | -3.6% |
| Q3 2015 | $90,054,000 | -23.5% | 1,392 | -4.8% | 0.03% | -15.2% |
| Q2 2015 | $117,728,000 | -12.0% | 1,462 | -10.5% | 0.03% | -13.2% |
| Q1 2015 | $133,744,000 | -0.7% | 1,634 | 0.0% | 0.04% | 0.0% |
| Q4 2014 | $134,674,000 | -4.2% | 1,634 | 0.0% | 0.04% | -5.0% |
| Q3 2014 | $140,554,000 | -1.7% | 1,634 | +0.1% | 0.04% | -14.9% |
| Q2 2014 | $142,936,000 | +8.1% | 1,633 | +2.8% | 0.05% | +2.2% |
| Q1 2014 | $132,233,000 | +101617.7% | 1,588 | 0.0% | 0.05% | +4.5% |
| Q4 2013 | $130,000 | – | 1,588 | – | 0.04% | – |
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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% |