ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 111 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 3.54 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,136,000 | -36.7% | 11,117 | -40.7% | 0.35% | -39.8% |
| Q3 2017 | $1,794,000 | -28.8% | 18,732 | -33.5% | 0.58% | -33.4% |
| Q2 2017 | $2,518,000 | +35.6% | 28,179 | +35.3% | 0.88% | +19.6% |
| Q1 2017 | $1,857,000 | -61.9% | 20,833 | -64.4% | 0.74% | -59.2% |
| Q4 2016 | $4,871,000 | -19.8% | 58,579 | -23.8% | 1.80% | -18.8% |
| Q3 2016 | $6,075,000 | +89.5% | 76,915 | +82.2% | 2.22% | +47.2% |
| Q2 2016 | $3,206,000 | +5625.0% | 42,214 | +6117.1% | 1.51% | +3488.1% |
| Q4 2014 | $56,000 | – | 679 | – | 0.04% | – |
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% |