ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 190 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $332,625 | -19.3% | 2,500 | -28.6% | 0.00% | 0.0% |
| Q2 2022 | $412,000 | -1.7% | 3,500 | -14.6% | 0.00% | 0.0% |
| Q4 2017 | $419,000 | -93.7% | 4,100 | -94.1% | 0.00% | -95.8% |
| Q3 2017 | $6,645,000 | +1360.4% | 69,375 | +1263.8% | 0.02% | +1100.0% |
| Q2 2017 | $455,000 | -73.9% | 5,087 | -74.0% | 0.00% | -66.7% |
| Q1 2017 | $1,745,000 | +22.0% | 19,574 | +13.9% | 0.01% | +20.0% |
| Q4 2016 | $1,430,000 | +99.2% | 17,190 | +89.0% | 0.01% | +66.7% |
| Q3 2016 | $718,000 | +95.6% | 9,093 | +74.9% | 0.00% | +50.0% |
| Q4 2015 | $367,000 | +40.6% | 5,200 | +29.0% | 0.00% | +100.0% |
| Q3 2015 | $261,000 | -5.8% | 4,031 | +17.1% | 0.00% | 0.0% |
| Q2 2015 | $277,000 | -88.6% | 3,441 | -87.8% | 0.00% | -90.9% |
| Q3 2014 | $2,433,000 | +138.5% | 28,268 | +142.5% | 0.01% | +120.0% |
| Q2 2014 | $1,020,000 | +308.0% | 11,657 | +288.6% | 0.01% | +400.0% |
| Q1 2014 | $250,000 | -14.7% | 3,000 | -16.7% | 0.00% | -50.0% |
| Q4 2013 | $293,000 | – | 3,600 | – | 0.00% | – |
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% |