ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 102 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.49 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,333 | -4.8% | 316 | +2.3% | 0.01% | +30.0% |
| Q2 2023 | $41,329 | +0.4% | 309 | 0.0% | 0.01% | -28.6% |
| Q1 2023 | $41,150 | +21.5% | 309 | +13.6% | 0.01% | 0.0% |
| Q4 2022 | $33,856 | -41.6% | 272 | -40.6% | 0.01% | +75.0% |
| Q3 2021 | $58,000 | +205.3% | 458 | +130.2% | 0.01% | -11.1% |
| Q1 2018 | $19,000 | -84.0% | 199 | -82.8% | 0.01% | -82.4% |
| Q4 2017 | $119,000 | -10.5% | 1,160 | -22.3% | 0.05% | -27.1% |
| Q1 2017 | $133,000 | +10.8% | 1,492 | +3.2% | 0.07% | +12.9% |
| Q4 2016 | $120,000 | +26.3% | 1,446 | +16.0% | 0.06% | +12.7% |
| Q2 2016 | $95,000 | -99.3% | 1,247 | +689.2% | 0.06% | +685.7% |
| Q1 2015 | $12,940,000 | +5.3% | 158 | +6.0% | 0.01% | +16.7% |
| Q4 2014 | $12,288,000 | -95.4% | 149 | -95.2% | 0.01% | -96.5% |
| Q3 2014 | $265,698,000 | +41.4% | 3,087 | +43.7% | 0.17% | +80.0% |
| Q2 2014 | $187,971,000 | -91.8% | 2,148 | -92.2% | 0.10% | -90.9% |
| Q1 2014 | $2,297,419,000 | +281791.9% | 27,590 | +175.5% | 1.05% | +132.2% |
| Q4 2013 | $815,000 | – | 10,013 | – | 0.45% | – |
Download | ||||||
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% |