ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 150 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 2.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $41,000 | -21.2% | 350 | 0.0% | 0.03% | +158.3% |
| Q1 2022 | $52,000 | +6.1% | 350 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $49,000 | +11.4% | 350 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $44,000 | -4.3% | 350 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $46,000 | +4.5% | 350 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $44,000 | +10.0% | 350 | 0.0% | 0.01% | +57.1% |
| Q4 2020 | $40,000 | +14.3% | 350 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $35,000 | +12.9% | 350 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $31,000 | +29.2% | 350 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $24,000 | -29.4% | 350 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $34,000 | -26.1% | 350 | -30.0% | 0.01% | -12.5% |
| Q3 2019 | $46,000 | +206.7% | 500 | +233.3% | 0.01% | +166.7% |
| Q2 2019 | $15,000 | -67.4% | 150 | -70.0% | 0.00% | -66.7% |
| Q1 2019 | $46,000 | +9.5% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $42,000 | -14.3% | 500 | 0.0% | 0.01% | -10.0% |
| Q3 2018 | $49,000 | 0.0% | 500 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $49,000 | +2.1% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $48,000 | -5.9% | 500 | 0.0% | 0.01% | -8.3% |
| Q4 2017 | $51,000 | – | 500 | – | 0.01% | – |
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% |