ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 128 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.56 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $52,000 | -31.6% | 396 | -64.0% | 0.00% | – |
| Q1 2020 | $76,000 | +28.8% | 1,100 | +83.3% | 0.00% | – |
| Q4 2019 | $59,000 | +28.3% | 600 | +20.0% | 0.00% | – |
| Q3 2019 | $46,000 | +142.1% | 500 | +151.3% | 0.00% | – |
| Q2 2019 | $19,000 | +5.6% | 199 | 0.0% | 0.00% | – |
| Q1 2019 | $18,000 | +5.9% | 199 | 0.0% | 0.00% | – |
| Q4 2018 | $17,000 | -41.4% | 199 | -33.4% | 0.00% | – |
| Q3 2018 | $29,000 | -3.3% | 299 | 0.0% | 0.00% | – |
| Q2 2018 | $30,000 | -68.8% | 299 | -70.1% | 0.00% | – |
| Q1 2018 | $96,000 | +4.3% | 1,000 | +11.1% | 0.00% | – |
| Q4 2017 | $92,000 | -69.9% | 900 | -71.9% | 0.00% | – |
| Q3 2017 | $306,000 | -7.0% | 3,199 | -12.9% | 0.00% | – |
| Q2 2017 | $329,000 | +558.0% | 3,674 | +512.3% | 0.00% | – |
| Q4 2016 | $50,000 | -73.1% | 600 | -74.5% | 0.00% | – |
| Q3 2016 | $186,000 | +2225.0% | 2,349 | +2249.0% | 0.00% | – |
| Q2 2016 | $8,000 | -91.7% | 100 | -92.4% | 0.00% | – |
| Q1 2016 | $96,000 | -57.3% | 1,321 | -59.0% | 0.00% | – |
| Q4 2015 | $225,000 | -34.8% | 3,221 | -40.2% | 0.00% | – |
| Q3 2015 | $345,000 | +618.8% | 5,384 | +797.3% | 0.00% | – |
| Q2 2015 | $48,000 | -51.0% | 600 | -50.4% | 0.00% | – |
| Q1 2015 | $98,000 | -83.9% | 1,210 | -83.7% | 0.00% | – |
| Q4 2014 | $608,000 | +166.7% | 7,410 | +179.6% | 0.00% | – |
| Q3 2014 | $228,000 | +44.3% | 2,650 | +46.0% | 0.00% | – |
| Q2 2014 | $158,000 | +167.8% | 1,815 | +153.8% | 0.00% | – |
| Q1 2014 | $59,000 | -78.6% | 715 | -79.0% | 0.00% | – |
| Q4 2013 | $276,000 | -65.0% | 3,400 | -68.5% | 0.00% | -100.0% |
| Q3 2013 | $788,000 | +0.9% | 10,800 | -7.3% | 0.00% | 0.0% |
| Q2 2013 | $781,000 | – | 11,645 | – | 0.00% | – |
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% |