ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 94 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $10,000 | +11.1% | 67 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $9,000 | +12.5% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | -11.1% | 67 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $9,000 | +12.5% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $6,000 | -14.3% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $7,000 | +16.7% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | -14.3% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | +16.7% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | -25.0% |
| Q1 2017 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $6,000 | +20.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | 0.0% | 67 | 0.0% | 0.00% | +33.3% |
| Q1 2016 | $5,000 | 0.0% | 67 | 0.0% | 0.00% | -25.0% |
| Q4 2015 | $5,000 | +25.0% | 67 | 0.0% | 0.00% | +33.3% |
| Q3 2015 | $4,000 | -20.0% | 67 | 0.0% | 0.00% | -25.0% |
| Q2 2015 | $5,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | -16.7% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | -20.0% |
| Q3 2014 | $6,000 | 0.0% | 67 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $6,000 | 0.0% | 67 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $6,000 | +20.0% | 67 | 0.0% | 0.01% | +25.0% |
| Q4 2013 | $5,000 | – | 67 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 99,895 | $14,940,000 | 4.78% |
| Lionsbridge Wealth Management LLC | 10,768 | $1,610,000 | 1.86% |
| Pinnacle Family Advisors, LLC | 21,345 | $3,192,000 | 1.70% |
| First Citizens Financial Corp | 13,567 | $2,029,000 | 1.52% |
| Navis Wealth Advisors, LLC | 7,639 | $1,142,000 | 1.01% |
| FIFTH THIRD SECURITIES, INC. | 2,045 | $306,000 | 0.91% |
| SVB Investment Services Inc. | 8,981 | $1,343,000 | 0.83% |
| Copperwynd Financial, LLC | 12,778 | $1,911,000 | 0.79% |
| Consilium Wealth Advisory, LLC | 7,263 | $1,086,000 | 0.78% |
| Kalos Management, Inc. | 7,595 | $1,066,000 | 0.73% |