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 | $4,619,131 | +1117.7% | 36,567 | +1182.6% | 0.01% | – |
| Q2 2023 | $379,335 | -68.0% | 2,851 | -68.2% | 0.00% | -100.0% |
| Q1 2023 | $1,187,076 | -60.8% | 8,957 | -63.1% | 0.00% | -60.0% |
| Q4 2022 | $3,026,603 | +10.3% | 24,258 | -4.3% | 0.01% | 0.0% |
| Q3 2022 | $2,743,000 | -72.4% | 25,354 | -69.9% | 0.01% | -70.6% |
| Q2 2022 | $9,927,000 | -17.7% | 84,311 | +4.5% | 0.02% | -10.5% |
| Q1 2022 | $12,063,000 | +10.9% | 80,661 | +3.9% | 0.02% | +5.6% |
| Q4 2021 | $10,881,000 | -13.0% | 77,608 | -22.7% | 0.02% | -21.7% |
| Q3 2021 | $12,508,000 | +20.0% | 100,419 | +25.6% | 0.02% | +15.0% |
| Q2 2021 | $10,425,000 | +117.1% | 79,973 | +109.1% | 0.02% | +100.0% |
| Q1 2021 | $4,802,000 | +4562.1% | 38,244 | +4107.3% | 0.01% | – |
| Q4 2020 | $103,000 | +123.9% | 909 | +97.2% | 0.00% | – |
| Q3 2020 | $46,000 | +9.5% | 461 | -2.5% | 0.00% | – |
| Q2 2020 | $42,000 | +82.6% | 473 | +43.3% | 0.00% | – |
| Q1 2020 | $23,000 | -41.0% | 330 | -17.3% | 0.00% | – |
| Q4 2019 | $39,000 | -26.4% | 399 | -29.9% | 0.00% | – |
| Q3 2019 | $53,000 | +76.7% | 569 | +78.4% | 0.00% | – |
| Q2 2019 | $30,000 | -36.2% | 319 | -38.5% | 0.00% | – |
| Q1 2019 | $47,000 | +6.8% | 519 | 0.0% | 0.00% | – |
| Q4 2018 | $44,000 | +41.9% | 519 | +62.7% | 0.00% | – |
| Q3 2018 | $31,000 | -3.1% | 319 | 0.0% | 0.00% | – |
| Q2 2018 | $32,000 | +3.2% | 319 | 0.0% | 0.00% | – |
| Q1 2018 | $31,000 | -22.5% | 319 | -19.4% | 0.00% | – |
| Q4 2017 | $40,000 | +48.1% | 396 | +39.9% | 0.00% | – |
| Q3 2017 | $27,000 | +92.9% | 283 | +83.8% | 0.00% | – |
| Q2 2017 | $14,000 | +27.3% | 154 | +23.2% | 0.00% | – |
| Q1 2017 | $11,000 | -21.4% | 125 | -26.5% | 0.00% | – |
| Q4 2016 | $14,000 | – | 170 | +4150.0% | 0.00% | – |
| Q1 2016 | $0 | -100.0% | 4 | -98.4% | 0.00% | -100.0% |
| Q3 2014 | $22,000 | – | 250 | – | 0.00% | – |
Download | ||||||
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% |