ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 128 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.52 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $416,000 | -6.1% | 4,230 | -5.6% | 0.01% | -18.2% |
| Q2 2018 | $443,000 | +18.1% | 4,483 | +14.7% | 0.01% | +10.0% |
| Q1 2018 | $375,000 | -6.0% | 3,907 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $399,000 | +56.5% | 3,907 | +46.3% | 0.01% | +42.9% |
| Q3 2017 | $255,000 | +11.8% | 2,671 | +4.5% | 0.01% | +16.7% |
| Q2 2017 | $228,000 | +0.4% | 2,555 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $227,000 | +12.9% | 2,555 | +5.7% | 0.01% | +16.7% |
| Q4 2016 | $201,000 | – | 2,418 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 114,550 | $11,707,000 | 5.40% |
| Chessman Wealth Strategies RIA | 23,801 | $2,432,000 | 2.43% |
| BREITER CAPITAL MANAGEMENT INC | 14,287 | $1,460,000 | 2.10% |
| Kalos Management, Inc. | 28,658 | $2,928,000 | 1.38% |
| Copperwynd Financial, LLC | 18,162 | $1,856,000 | 1.36% |
| NATIONAL PLANNING CORP | 89 | $9,096,000 | 1.25% |
| Barber Financial Group, Inc. | 40,116 | $4,100,000 | 1.04% |
| Strategic Wealth Partners, Ltd. | 17,971 | $1,762,000 | 0.98% |
| Conservest Capital Advisors, Inc. | 45,727 | $4,673,000 | 0.93% |
| COMMERCE BANK | 629,507 | $64,336,000 | 0.84% |