ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,212 | -5.1% | 160 | 0.0% | 0.01% | -14.3% |
| Q2 2023 | $21,288 | +0.4% | 160 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $21,205 | +6.2% | 160 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $19,963 | +17.4% | 160 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $17,000 | -10.5% | 160 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -20.8% | 160 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $24,000 | +9.1% | 160 | 0.0% | 0.01% | +14.3% |
| Q4 2021 | $22,000 | +10.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $20,000 | -4.8% | 160 | 0.0% | 0.01% | -22.2% |
| Q2 2021 | $21,000 | +5.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | +11.1% | 160 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $18,000 | +12.5% | 160 | 0.0% | 0.01% | -9.1% |
| Q3 2020 | $16,000 | +14.3% | 160 | 0.0% | 0.01% | +10.0% |
| Q2 2020 | $14,000 | +27.3% | 160 | 0.0% | 0.01% | +42.9% |
| Q1 2020 | $11,000 | -80.0% | 160 | -71.7% | 0.01% | +75.0% |
| Q4 2019 | $55,000 | +5.8% | 566 | +0.9% | 0.00% | 0.0% |
| Q3 2019 | $52,000 | -1.9% | 561 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $53,000 | +23.3% | 561 | +3.5% | 0.00% | -42.9% |
| Q3 2016 | $43,000 | +48.3% | 542 | +41.9% | 0.01% | +40.0% |
| Q2 2016 | $29,000 | +3.6% | 382 | +0.5% | 0.01% | 0.0% |
| Q1 2016 | $28,000 | +3.7% | 380 | +0.8% | 0.01% | 0.0% |
| Q4 2015 | $27,000 | +12.5% | 377 | +0.8% | 0.01% | 0.0% |
| Q3 2015 | $24,000 | -20.0% | 374 | +0.3% | 0.01% | -16.7% |
| Q2 2015 | $30,000 | 0.0% | 373 | +0.3% | 0.01% | 0.0% |
| Q1 2015 | $30,000 | 0.0% | 372 | +0.8% | 0.01% | 0.0% |
| Q4 2014 | $30,000 | -6.2% | 369 | +0.3% | 0.01% | -14.3% |
| Q3 2014 | $32,000 | 0.0% | 368 | +0.5% | 0.01% | 0.0% |
| Q2 2014 | $32,000 | +6.7% | 366 | +0.3% | 0.01% | 0.0% |
| Q1 2014 | $30,000 | 0.0% | 365 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $30,000 | +11.1% | 365 | +0.8% | 0.01% | 0.0% |
| Q3 2013 | $27,000 | +12.5% | 362 | +0.6% | 0.01% | 0.0% |
| Q2 2013 | $24,000 | – | 360 | – | 0.01% | – |
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% |