ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 214 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,210,948 | -8.1% | 120,416 | -3.2% | 0.12% | -3.2% |
| Q2 2023 | $16,554,213 | -5.9% | 124,421 | -6.3% | 0.12% | -10.1% |
| Q1 2023 | $17,597,465 | -5.0% | 132,781 | -10.5% | 0.14% | -8.0% |
| Q4 2022 | $18,514,495 | +11.6% | 148,389 | -3.2% | 0.15% | +4.2% |
| Q3 2022 | $16,584,000 | -10.7% | 153,328 | -2.8% | 0.14% | -4.6% |
| Q2 2022 | $18,565,000 | -21.9% | 157,692 | -0.8% | 0.15% | -7.4% |
| Q1 2022 | $23,774,000 | +5.8% | 158,960 | -0.9% | 0.16% | +10.9% |
| Q4 2021 | $22,480,000 | +9.2% | 160,333 | -3.0% | 0.15% | +0.7% |
| Q3 2021 | $20,580,000 | -13.6% | 165,215 | -9.6% | 0.15% | -13.6% |
| Q2 2021 | $23,822,000 | +8.8% | 182,740 | +4.8% | 0.17% | +1.2% |
| Q1 2021 | $21,893,000 | +11.5% | 174,353 | +0.7% | 0.17% | +5.0% |
| Q4 2020 | $19,639,000 | +15.1% | 173,168 | +0.2% | 0.16% | +3.2% |
| Q3 2020 | $17,069,000 | +10.1% | 172,847 | -0.5% | 0.15% | +2.0% |
| Q2 2020 | $15,509,000 | +22.5% | 173,797 | -4.9% | 0.15% | -1.3% |
| Q1 2020 | $12,662,000 | -37.6% | 182,790 | -11.7% | 0.15% | -20.7% |
| Q4 2019 | $20,280,000 | -56.3% | 207,061 | -58.8% | 0.19% | -59.5% |
| Q3 2019 | $46,355,000 | -1.3% | 502,385 | +1.6% | 0.48% | -9.7% |
| Q2 2019 | $46,969,000 | +2.6% | 494,353 | -1.3% | 0.53% | -2.8% |
| Q1 2019 | $45,778,000 | +7.6% | 500,746 | -1.1% | 0.54% | 0.0% |
| Q4 2018 | $42,529,000 | -32.4% | 506,545 | -20.8% | 0.54% | -27.6% |
| Q3 2018 | $62,909,000 | -0.5% | 639,193 | +0.1% | 0.75% | -6.7% |
| Q2 2018 | $63,232,000 | -47.8% | 638,647 | -49.3% | 0.80% | +0.5% |
| Q1 2018 | $121,108,000 | +88.2% | 1,260,476 | +100.2% | 0.80% | -4.5% |
| Q4 2017 | $64,336,000 | +47.6% | 629,507 | +38.4% | 0.84% | +41.4% |
| Q3 2017 | $43,583,000 | +8.8% | 454,988 | +1.5% | 0.59% | +5.3% |
| Q2 2017 | $40,054,000 | +1.6% | 448,283 | +1.4% | 0.56% | 0.0% |
| Q1 2017 | $39,404,000 | +49.9% | 442,047 | +39.9% | 0.56% | +43.4% |
| Q4 2016 | $26,283,000 | +7.8% | 316,050 | +2.4% | 0.39% | +3.4% |
| Q3 2016 | $24,373,000 | +53.0% | 308,605 | +47.1% | 0.38% | +50.4% |
| Q2 2016 | $15,931,000 | +3.9% | 209,782 | +0.2% | 0.25% | -1.2% |
| Q1 2016 | $15,334,000 | -1.7% | 209,287 | -5.3% | 0.26% | -2.3% |
| Q4 2015 | $15,593,000 | +3.4% | 221,083 | -5.0% | 0.26% | +0.8% |
| Q3 2015 | $15,073,000 | -24.0% | 232,816 | -5.4% | 0.26% | -16.7% |
| Q2 2015 | $19,833,000 | -21.5% | 246,135 | -20.2% | 0.31% | -20.7% |
| Q1 2015 | $25,250,000 | -1.2% | 308,308 | -0.5% | 0.39% | -3.0% |
| Q4 2014 | $25,549,000 | -18.5% | 309,794 | -14.9% | 0.40% | -21.9% |
| Q3 2014 | $31,341,000 | -1.7% | 364,133 | -0.1% | 0.52% | -0.8% |
| Q2 2014 | $31,892,000 | +0.9% | 364,364 | -4.0% | 0.52% | -3.2% |
| Q1 2014 | $31,602,000 | +0.7% | 379,512 | -1.5% | 0.54% | -0.9% |
| Q4 2013 | $31,373,000 | +8.5% | 385,275 | -1.4% | 0.54% | +4.2% |
| Q3 2013 | $28,905,000 | +6.4% | 390,707 | -3.6% | 0.52% | +3.2% |
| Q2 2013 | $27,163,000 | -14.1% | 405,116 | -10.0% | 0.50% | -18.2% |
| Q1 2013 | $31,616,000 | – | 449,981 | – | 0.62% | – |
Download | ||||||
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% |