ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 128 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.52 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $18,000 | +5.9% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $17,000 | +6.2% | 200 | 0.0% | 0.01% | +7.7% |
| Q3 2016 | $16,000 | +6.7% | 200 | 0.0% | 0.01% | +8.3% |
| Q2 2016 | $15,000 | 0.0% | 200 | 0.0% | 0.01% | -7.7% |
| Q1 2016 | $15,000 | +7.1% | 200 | 0.0% | 0.01% | +8.3% |
| Q4 2015 | $14,000 | +7.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $13,000 | -18.8% | 200 | 0.0% | 0.01% | -7.7% |
| Q2 2015 | $16,000 | 0.0% | 200 | 0.0% | 0.01% | -7.1% |
| Q1 2015 | $16,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $16,000 | – | 200 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lionsbridge Wealth Management LLC | 11,202 | $1,570,000 | 1.69% |
| MinichMacGregor Wealth Management, LLC | 31,872 | $4,468,000 | 1.36% |
| First Citizens Financial Corp | 12,280 | $1,722,000 | 1.26% |
| EWG Elevate Inc. | 13,359 | $1,873,000 | 0.92% |
| Navis Wealth Advisors, LLC | 7,538 | $1,057,000 | 0.89% |
| Consilium Wealth Advisory, LLC | 7,743 | $1,086,000 | 0.70% |
| Pathway Financial Advisors LLC | 12,560 | $1,646,000 | 0.59% |
| UNIONVIEW, LLC | 4,036 | $566,000 | 0.53% |
| Vahanian & Associates Financial Planning Inc. | 4,656 | $653,000 | 0.53% |
| SOUTHERN CAPITAL ADVISORS, LLC | 5,164 | $724,000 | 0.45% |