ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 178 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,581,284 | -20.2% | 20,435 | -15.9% | 0.00% | 0.0% |
| Q2 2023 | $3,234,065 | -16.2% | 24,307 | -16.6% | 0.00% | -50.0% |
| Q1 2023 | $3,860,445 | +11.2% | 29,129 | +4.7% | 0.00% | 0.0% |
| Q4 2022 | $3,471,664 | -25.1% | 27,825 | -35.0% | 0.00% | -33.3% |
| Q3 2022 | $4,633,000 | -20.1% | 42,833 | -13.0% | 0.00% | 0.0% |
| Q2 2022 | $5,797,000 | -3.0% | 49,240 | +23.2% | 0.00% | 0.0% |
| Q1 2022 | $5,976,000 | +66.1% | 39,956 | +55.7% | 0.00% | +50.0% |
| Q4 2021 | $3,598,000 | -1.4% | 25,660 | -12.4% | 0.00% | 0.0% |
| Q3 2021 | $3,648,000 | -4.6% | 29,289 | -0.1% | 0.00% | 0.0% |
| Q2 2021 | $3,823,000 | +35.1% | 29,329 | +30.1% | 0.00% | 0.0% |
| Q1 2021 | $2,830,000 | +65.5% | 22,541 | +49.5% | 0.00% | +100.0% |
| Q4 2020 | $1,710,000 | +45.5% | 15,079 | +26.7% | 0.00% | 0.0% |
| Q3 2020 | $1,175,000 | +21.1% | 11,902 | +9.5% | 0.00% | 0.0% |
| Q2 2020 | $970,000 | +24.8% | 10,865 | -3.1% | 0.00% | 0.0% |
| Q1 2020 | $777,000 | -58.6% | 11,210 | -41.4% | 0.00% | -50.0% |
| Q4 2019 | $1,875,000 | +71.5% | 19,144 | +61.7% | 0.00% | +100.0% |
| Q3 2019 | $1,093,000 | -8.8% | 11,842 | -6.2% | 0.00% | -50.0% |
| Q2 2019 | $1,199,000 | +4.3% | 12,623 | +0.4% | 0.00% | 0.0% |
| Q1 2019 | $1,150,000 | +27.2% | 12,575 | +16.8% | 0.00% | +100.0% |
| Q4 2018 | $904,000 | -88.7% | 10,769 | -86.7% | 0.00% | -92.9% |
| Q3 2018 | $7,997,000 | -30.8% | 81,250 | -30.4% | 0.01% | -46.2% |
| Q2 2018 | $11,561,000 | +4398.4% | 116,757 | +4314.3% | 0.03% | +2500.0% |
| Q1 2018 | $257,000 | -98.0% | 2,645 | -97.9% | 0.00% | -96.4% |
| Q4 2017 | $12,733,000 | -15.6% | 124,595 | -20.9% | 0.03% | -22.2% |
| Q3 2017 | $15,084,000 | -12.6% | 157,485 | -18.5% | 0.04% | -25.0% |
| Q2 2017 | $17,263,000 | -0.4% | 193,209 | -0.6% | 0.05% | -12.7% |
| Q1 2017 | $17,332,000 | +22.5% | 194,449 | +14.2% | 0.06% | +7.8% |
| Q4 2016 | $14,153,000 | -15.1% | 170,201 | -19.4% | 0.05% | -21.5% |
| Q3 2016 | $16,680,000 | +38.9% | 211,189 | +33.5% | 0.06% | +35.4% |
| Q2 2016 | $12,011,000 | +1800.5% | 158,159 | +1734.4% | 0.05% | +1500.0% |
| Q1 2016 | $632,000 | +70.8% | 8,622 | +64.5% | 0.00% | +50.0% |
| Q4 2015 | $370,000 | +18.6% | 5,242 | +8.9% | 0.00% | 0.0% |
| Q3 2015 | $312,000 | -74.3% | 4,812 | -68.0% | 0.00% | -66.7% |
| Q2 2015 | $1,213,000 | -30.9% | 15,059 | -29.8% | 0.01% | -33.3% |
| Q1 2015 | $1,756,000 | +21.4% | 21,442 | +22.3% | 0.01% | -40.0% |
| Q4 2014 | $1,446,000 | -95.8% | 17,531 | -95.6% | 0.02% | -95.6% |
| Q3 2014 | $34,136,000 | +229.8% | 396,611 | +235.4% | 0.34% | +218.5% |
| Q2 2014 | $10,351,000 | -20.0% | 118,262 | -23.9% | 0.11% | -24.5% |
| Q1 2014 | $12,937,000 | +40.7% | 155,364 | +37.6% | 0.14% | +36.2% |
| Q4 2013 | $9,196,000 | +16.2% | 112,932 | +5.5% | 0.10% | +8.2% |
| Q3 2013 | $7,917,000 | +29.3% | 107,019 | +17.2% | 0.10% | +22.8% |
| Q2 2013 | $6,123,000 | – | 91,320 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 28,039 | $3,716,009 | 3.43% |
| Kalos Management, Inc. | 8,508 | $1,127,565 | 2.26% |
| SPC Financial, Inc. | 147,163 | $19,503,455 | 2.22% |
| PGIM Custom Harvest LLC | 284,323 | $37,681,360 | 1.56% |
| EWG Elevate Inc. | 23,279 | $3,085,173 | 1.32% |
| Pinkerton Retirement Specialists, LLC | 45,991 | $6,095,187 | 1.14% |
| Navis Wealth Advisors, LLC | 7,727 | $1,024,092 | 1.12% |
| Vahanian & Associates Financial Planning Inc. | 2,656 | $352,000 | 0.98% |
| Royal Fund Management, LLC | 39,749 | $5,267,937 | 0.75% |
| Stonebridge Financial Planning Group, LLC | 7,962 | $1,055,204 | 0.68% |