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 | $9,899,026 | -5.0% | 78,365 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $10,415,154 | -11.0% | 78,280 | -11.4% | 0.01% | -22.2% |
| Q1 2023 | $11,703,571 | +32.7% | 88,309 | +24.9% | 0.01% | +12.5% |
| Q4 2022 | $8,819,417 | +18.2% | 70,685 | +2.5% | 0.01% | +14.3% |
| Q3 2022 | $7,461,000 | -17.5% | 68,982 | -10.2% | 0.01% | -22.2% |
| Q2 2022 | $9,042,000 | -34.3% | 76,799 | -16.6% | 0.01% | -25.0% |
| Q1 2022 | $13,772,000 | +11.2% | 92,084 | +4.3% | 0.01% | +20.0% |
| Q4 2021 | $12,382,000 | -72.0% | 88,307 | -75.1% | 0.01% | -76.2% |
| Q3 2021 | $44,222,000 | +259.4% | 355,025 | +276.1% | 0.04% | +250.0% |
| Q2 2021 | $12,304,000 | +67.2% | 94,384 | +61.0% | 0.01% | +50.0% |
| Q1 2021 | $7,360,000 | -17.2% | 58,614 | -25.2% | 0.01% | -33.3% |
| Q4 2020 | $8,891,000 | +82.6% | 78,393 | +59.0% | 0.01% | +50.0% |
| Q3 2020 | $4,869,000 | +69.2% | 49,304 | +52.9% | 0.01% | +60.0% |
| Q2 2020 | $2,877,000 | +42.4% | 32,244 | +10.5% | 0.01% | +25.0% |
| Q1 2020 | $2,021,000 | -36.1% | 29,171 | -9.6% | 0.00% | -33.3% |
| Q4 2019 | $3,162,000 | +16.0% | 32,280 | +9.2% | 0.01% | 0.0% |
| Q3 2019 | $2,727,000 | -11.7% | 29,553 | -9.1% | 0.01% | -14.3% |
| Q2 2019 | $3,089,000 | -6.3% | 32,510 | -9.8% | 0.01% | 0.0% |
| Q1 2019 | $3,295,000 | -17.6% | 36,037 | -24.4% | 0.01% | -36.4% |
| Q4 2018 | $4,001,000 | -21.6% | 47,652 | -8.1% | 0.01% | -8.3% |
| Q3 2018 | $5,101,000 | -22.2% | 51,825 | -21.7% | 0.01% | -29.4% |
| Q2 2018 | $6,557,000 | -85.2% | 66,221 | -85.6% | 0.02% | -86.1% |
| Q1 2018 | $44,337,000 | +8.7% | 461,457 | +15.6% | 0.12% | -1.6% |
| Q4 2017 | $40,785,000 | +634.2% | 399,068 | +588.1% | 0.12% | +520.0% |
| Q3 2017 | $5,555,000 | -72.7% | 57,997 | -74.5% | 0.02% | -74.0% |
| Q2 2017 | $20,357,000 | -18.4% | 227,833 | -18.9% | 0.08% | -54.7% |
| Q1 2017 | $24,937,000 | +83.6% | 280,823 | +72.9% | 0.17% | +65.0% |
| Q4 2016 | $13,585,000 | +52.1% | 162,381 | +41.1% | 0.10% | +21.2% |
| Q3 2016 | $8,933,000 | -69.4% | 115,051 | -70.5% | 0.08% | -65.4% |
| Q2 2016 | $29,156,000 | -12.4% | 389,886 | -14.9% | 0.25% | +164.5% |
| Q1 2016 | $33,281,000 | +641.1% | 457,906 | +606.6% | 0.09% | +675.0% |
| Q4 2015 | $4,491,000 | +115.9% | 64,802 | +114.4% | 0.01% | +9.1% |
| Q3 2015 | $2,080,000 | -44.3% | 30,227 | -35.6% | 0.01% | -42.1% |
| Q2 2015 | $3,737,000 | +1.9% | 46,930 | +4.8% | 0.02% | 0.0% |
| Q1 2015 | $3,668,000 | -30.2% | 44,776 | -29.8% | 0.02% | -34.5% |
| Q4 2014 | $5,258,000 | -79.0% | 63,752 | -78.6% | 0.03% | -80.5% |
| Q3 2014 | $24,992,000 | -30.2% | 297,661 | -27.2% | 0.15% | -28.7% |
| Q2 2014 | $35,804,000 | +16.1% | 409,051 | +10.4% | 0.21% | +10.0% |
| Q1 2014 | $30,842,000 | +300.9% | 370,381 | +292.0% | 0.19% | +295.8% |
| Q4 2013 | $7,693,000 | -2.4% | 94,473 | -9.8% | 0.05% | -7.7% |
| Q3 2013 | $7,884,000 | +169.8% | 104,728 | +140.3% | 0.05% | +147.6% |
| Q2 2013 | $2,922,000 | – | 43,577 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 6,604 | $823,981 | 1.86% |
| PGIM Custom Harvest LLC | 276,580 | $34,508,889 | 1.56% |
| First Citizens Financial Corp | 13,463 | $1,680 | 1.45% |
| SPC Financial, Inc. | 98,060 | $12,235,005 | 1.45% |
| Navis Wealth Advisors, LLC | 7,701 | $960,792 | 1.36% |
| Pinnacle Family Advisors, LLC | 14,026 | $1,750,024 | 1.25% |
| Vahanian & Associates Financial Planning Inc. | 2,736 | $341,371 | 1.12% |
| Stonebridge Financial Planning Group, LLC | 7,722 | $963,474 | 0.64% |
| Royal Fund Management, LLC | 31,288 | $3,903,767 | 0.62% |
| UNIONVIEW, LLC | 4,083 | $509,441 | 0.51% |