ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 110 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 102.80 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $19,000 | +11.8% | 255 | +8.5% | 0.02% | +5.9% |
| Q4 2015 | $17,000 | +13.3% | 235 | 0.0% | 0.02% | +6.2% |
| Q3 2015 | $15,000 | -21.1% | 235 | 0.0% | 0.02% | -15.8% |
| Q2 2015 | $19,000 | +11.8% | 235 | +14.6% | 0.02% | +11.8% |
| Q1 2015 | $17,000 | +21.4% | 205 | +20.6% | 0.02% | +21.4% |
| Q4 2014 | $14,000 | – | 170 | – | 0.01% | – |
Download | ||||||
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% |