ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 84 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $355,000 | -35.1% | 2,848 | -32.1% | 0.05% | -34.1% |
| Q2 2021 | $547,000 | -3.4% | 4,197 | -15.9% | 0.08% | -19.6% |
| Q4 2020 | $566,000 | -15.8% | 4,992 | -26.7% | 0.10% | -30.6% |
| Q3 2020 | $672,000 | -16.2% | 6,808 | -24.2% | 0.15% | -23.0% |
| Q2 2020 | $802,000 | -60.8% | 8,984 | -57.0% | 0.19% | -41.9% |
| Q4 2019 | $2,046,000 | -68.8% | 20,893 | -69.4% | 0.33% | -66.9% |
| Q1 2018 | $6,564,000 | +722.6% | 68,320 | +775.2% | 1.00% | +567.8% |
| Q4 2017 | $798,000 | -86.4% | 7,806 | -88.1% | 0.15% | -83.0% |
| Q2 2017 | $5,878,000 | +20.8% | 65,789 | +20.5% | 0.88% | +23.8% |
| Q1 2017 | $4,865,000 | +18.9% | 54,578 | +10.9% | 0.71% | +4.7% |
| Q4 2016 | $4,092,000 | +209.8% | 49,212 | +200.2% | 0.68% | +483.6% |
| Q2 2015 | $1,321,000 | +43.1% | 16,395 | +45.5% | 0.12% | +38.1% |
| Q1 2015 | $923,000 | +286.2% | 11,270 | +305.1% | 0.08% | +600.0% |
| Q3 2014 | $239,000 | – | 2,782 | – | 0.01% | – |
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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% |