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 ↓ |
|---|---|---|---|
| Commonwealth Financial Services, LLC | 70,535 | $5,571,000 | 5.24% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 76,915 | $6,075,000 | 2.22% |
| Quantitative Advantage, LLC | 78,876 | $6,230,000 | 1.89% |
| First Heartland Consultants, Inc. | 28,681 | $2,265,000 | 0.66% |
| Cranbrook Wealth Management, LLC | 13,814 | $1,091,000 | 0.55% |
| Kalos Management, Inc. | 6,952 | $549,000 | 0.47% |
| First Allied Advisory Services, Inc. | 94,108 | $7,433,000 | 0.40% |
| COMMERCE BANK | 308,605 | $24,373,000 | 0.38% |
| Madden Advisory Services, Inc. | 7,710 | $608,000 | 0.37% |
| ROBERTS GLORE & CO INC /IL/ | 6,414 | $507,000 | 0.36% |