ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 134 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $222,000 | -18.7% | 1,886 | +3.2% | 0.01% | 0.0% |
| Q1 2022 | $273,000 | +3.8% | 1,827 | -2.6% | 0.01% | 0.0% |
| Q4 2021 | $263,000 | +6.0% | 1,875 | -6.0% | 0.01% | 0.0% |
| Q3 2021 | $248,000 | -4.6% | 1,994 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $260,000 | +4.0% | 1,993 | +0.1% | 0.01% | -14.3% |
| Q1 2021 | $250,000 | -40.6% | 1,991 | -57.8% | 0.01% | -53.3% |
| Q2 2020 | $421,000 | +10.5% | 4,716 | -14.3% | 0.02% | -11.8% |
| Q1 2020 | $381,000 | -67.2% | 5,500 | -53.7% | 0.02% | -63.0% |
| Q4 2019 | $1,163,000 | -0.1% | 11,876 | -5.8% | 0.05% | -8.0% |
| Q3 2019 | $1,164,000 | -10.0% | 12,610 | -7.4% | 0.05% | -10.7% |
| Q2 2019 | $1,294,000 | -4.7% | 13,624 | -8.3% | 0.06% | -8.2% |
| Q1 2019 | $1,358,000 | +9.6% | 14,856 | +0.7% | 0.06% | -4.7% |
| Q4 2018 | $1,239,000 | -21.8% | 14,751 | -8.4% | 0.06% | -9.9% |
| Q3 2018 | $1,585,000 | -7.8% | 16,104 | -7.2% | 0.07% | -7.8% |
| Q2 2018 | $1,719,000 | -17.2% | 17,359 | -19.7% | 0.08% | -11.5% |
| Q1 2018 | $2,077,000 | -6.5% | 21,618 | -0.5% | 0.09% | -13.0% |
| Q4 2017 | $2,221,000 | +28.6% | 21,733 | +20.6% | 0.10% | +22.0% |
| Q3 2017 | $1,727,000 | -3.1% | 18,025 | -9.7% | 0.08% | -10.9% |
| Q2 2017 | $1,783,000 | -5.1% | 19,960 | -5.3% | 0.09% | -13.2% |
| Q1 2017 | $1,878,000 | +78.3% | 21,073 | +66.4% | 0.11% | +63.1% |
| Q4 2016 | $1,053,000 | +2.1% | 12,665 | -3.0% | 0.06% | -7.1% |
| Q3 2016 | $1,031,000 | +8.9% | 13,054 | +4.7% | 0.07% | 0.0% |
| Q2 2016 | $947,000 | +22.5% | 12,469 | +18.2% | 0.07% | +6.1% |
| Q1 2016 | $773,000 | +4.7% | 10,548 | +0.8% | 0.07% | +6.5% |
| Q4 2015 | $738,000 | +11.1% | 10,462 | +2.0% | 0.06% | -25.3% |
| Q3 2015 | $664,000 | -21.2% | 10,257 | -1.9% | 0.08% | -23.1% |
| Q2 2015 | $843,000 | +1.3% | 10,452 | +3.5% | 0.11% | +9.1% |
| Q1 2015 | $832,000 | +3.0% | 10,097 | +3.0% | 0.10% | -31.7% |
| Q4 2014 | $808,000 | – | 9,800 | – | 0.14% | – |
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% |