ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 125 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.77 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $463,000 | -0.4% | 4,700 | 0.0% | 0.07% | -6.4% |
| Q2 2018 | $465,000 | +2.9% | 4,700 | 0.0% | 0.08% | -1.3% |
| Q1 2018 | $452,000 | -5.8% | 4,700 | 0.0% | 0.08% | -4.8% |
| Q4 2017 | $480,000 | +6.7% | 4,700 | 0.0% | 0.08% | +1.2% |
| Q3 2017 | $450,000 | +7.1% | 4,700 | 0.0% | 0.08% | +3.8% |
| Q2 2017 | $420,000 | +0.2% | 4,700 | 0.0% | 0.08% | -3.7% |
| Q1 2017 | $419,000 | +7.2% | 4,700 | 0.0% | 0.08% | +3.8% |
| Q4 2016 | $391,000 | – | 4,700 | – | 0.08% | – |
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% |