ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 177 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $590,344 | -5.6% | 4,673 | -0.5% | 0.18% | -3.2% |
| Q2 2023 | $625,075 | -0.2% | 4,698 | -0.6% | 0.19% | -4.5% |
| Q1 2023 | $626,204 | +47.5% | 4,725 | +38.9% | 0.20% | +43.2% |
| Q4 2022 | $424,517 | +14.4% | 3,402 | -0.9% | 0.14% | +9.4% |
| Q3 2022 | $371,000 | -8.2% | 3,434 | +0.1% | 0.13% | -3.1% |
| Q2 2022 | $404,000 | -22.8% | 3,430 | -2.0% | 0.13% | -10.9% |
| Q1 2022 | $523,000 | -43.5% | 3,500 | -49.9% | 0.15% | +14.8% |
| Q4 2021 | $925,000 | +112.6% | 6,993 | +100.1% | 0.13% | +2.4% |
| Q3 2021 | $435,000 | -5.4% | 3,495 | -0.9% | 0.12% | -5.3% |
| Q2 2021 | $460,000 | +115.0% | 3,526 | +63.1% | 0.13% | +71.4% |
| Q2 2018 | $214,000 | -63.7% | 2,162 | -64.8% | 0.08% | -64.2% |
| Q1 2018 | $590,000 | -6.6% | 6,136 | -0.8% | 0.22% | -6.1% |
| Q4 2017 | $632,000 | +62.1% | 6,184 | +51.7% | 0.23% | +54.7% |
| Q3 2017 | $390,000 | – | 4,076 | – | 0.15% | – |
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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% |