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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $311,000 | -32.4% | 3,169 | -36.5% | 0.00% | -33.3% |
| Q3 2019 | $460,000 | -33.9% | 4,987 | -32.1% | 0.00% | -40.0% |
| Q2 2019 | $696,000 | -37.6% | 7,343 | -39.9% | 0.01% | -44.4% |
| Q1 2019 | $1,116,000 | -47.9% | 12,211 | -52.2% | 0.01% | -57.1% |
| Q4 2018 | $2,144,000 | -55.3% | 25,529 | -47.6% | 0.02% | -56.2% |
| Q3 2018 | $4,794,000 | +3.7% | 48,717 | +4.4% | 0.05% | -25.0% |
| Q2 2018 | $4,621,000 | -50.3% | 46,663 | -51.8% | 0.06% | -50.0% |
| Q1 2018 | $9,302,000 | +7.6% | 96,799 | +14.4% | 0.13% | +11.3% |
| Q4 2017 | $8,646,000 | +411.6% | 84,596 | +379.2% | 0.12% | +325.9% |
| Q3 2017 | $1,690,000 | -53.9% | 17,652 | -57.0% | 0.03% | -57.8% |
| Q2 2017 | $3,668,000 | +39.1% | 41,046 | +38.7% | 0.06% | +20.8% |
| Q1 2017 | $2,637,000 | -19.3% | 29,583 | -24.8% | 0.05% | -28.4% |
| Q4 2016 | $3,269,000 | -17.2% | 39,316 | -21.3% | 0.07% | -22.1% |
| Q3 2016 | $3,948,000 | +23.9% | 49,984 | +19.0% | 0.10% | +13.1% |
| Q2 2016 | $3,187,000 | – | 41,994 | – | 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% |