ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,093 | -21.9% | 16,567 | -17.8% | 0.08% | -19.6% |
| Q2 2023 | $2,681 | +8.6% | 20,149 | +8.2% | 0.10% | +2.1% |
| Q1 2023 | $2,468 | +2.7% | 18,621 | -3.3% | 0.10% | -3.1% |
| Q4 2022 | $2,403 | -99.9% | 19,256 | -6.1% | 0.10% | -10.1% |
| Q3 2022 | $2,217,000 | -24.0% | 20,497 | -17.3% | 0.11% | -17.4% |
| Q2 2022 | $2,918,000 | +49.0% | 24,782 | +89.2% | 0.13% | +57.1% |
| Q1 2022 | $1,959,000 | +29.1% | 13,097 | +21.0% | 0.08% | +27.3% |
| Q4 2021 | $1,518,000 | +380.4% | 10,825 | +326.9% | 0.07% | +340.0% |
| Q3 2021 | $316,000 | +1.3% | 2,536 | +6.0% | 0.02% | 0.0% |
| Q2 2021 | $312,000 | – | 2,393 | – | 0.02% | – |
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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% |