ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 98 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,328 | -93.6% | 3,486 | -93.3% | 0.00% | -88.9% |
| Q2 2023 | $6,910,342 | +3.4% | 51,920 | +3.0% | 0.01% | -10.0% |
| Q1 2023 | $6,681,892 | +16.5% | 50,404 | +9.7% | 0.01% | +11.1% |
| Q4 2022 | $5,733,753 | -20.7% | 45,945 | -31.3% | 0.01% | -25.0% |
| Q3 2022 | $7,231,000 | -3.5% | 66,847 | +5.0% | 0.01% | 0.0% |
| Q2 2022 | $7,494,000 | +76.9% | 63,637 | +124.7% | 0.01% | +100.0% |
| Q1 2022 | $4,236,000 | +1407.5% | 28,323 | +1153.8% | 0.01% | – |
| Q3 2021 | $281,000 | -64.4% | 2,259 | -62.7% | 0.00% | -100.0% |
| Q2 2021 | $789,000 | +15.7% | 6,053 | +0.7% | 0.00% | 0.0% |
| Q4 2020 | $682,000 | +15.2% | 6,012 | +0.2% | 0.00% | 0.0% |
| Q3 2020 | $592,000 | +75.1% | 6,002 | +49.0% | 0.00% | 0.0% |
| Q4 2018 | $338,000 | -14.2% | 4,027 | +0.6% | 0.00% | 0.0% |
| Q3 2018 | $394,000 | +70.6% | 4,003 | +72.2% | 0.00% | 0.0% |
| Q2 2018 | $231,000 | -44.9% | 2,325 | -46.9% | 0.00% | 0.0% |
| Q1 2018 | $419,000 | +57.5% | 4,376 | +68.2% | 0.00% | 0.0% |
| Q4 2017 | $266,000 | +18.2% | 2,602 | +10.6% | 0.00% | 0.0% |
| Q3 2017 | $225,000 | -21.3% | 2,352 | -32.1% | 0.00% | 0.0% |
| Q4 2016 | $286,000 | -65.3% | 3,463 | -66.9% | 0.00% | -75.0% |
| Q3 2016 | $824,000 | +39.9% | 10,460 | +34.9% | 0.00% | +33.3% |
| Q2 2016 | $589,000 | -10.5% | 7,753 | -13.6% | 0.00% | -25.0% |
| Q1 2016 | $658,000 | +3.1% | 8,978 | +13.2% | 0.00% | +100.0% |
| Q2 2015 | $638,000 | +93.9% | 7,934 | +97.6% | 0.00% | 0.0% |
| Q1 2015 | $329,000 | -40.3% | 4,015 | -39.9% | 0.00% | -33.3% |
| Q4 2014 | $551,000 | +1.1% | 6,677 | +5.4% | 0.00% | -40.0% |
| Q3 2014 | $545,000 | -3.9% | 6,337 | -2.2% | 0.01% | 0.0% |
| Q2 2014 | $567,000 | +16.7% | 6,482 | +11.0% | 0.01% | 0.0% |
| Q1 2014 | $486,000 | – | 5,838 | – | 0.01% | – |
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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% |