ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 206 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $848 | -29.8% | 6,712 | -26.1% | 0.00% | -33.3% |
| Q2 2023 | $1,208 | +51.8% | 9,083 | +51.3% | 0.01% | +50.0% |
| Q1 2023 | $796 | +16.2% | 6,004 | +9.3% | 0.00% | 0.0% |
| Q4 2022 | $685 | -100.0% | 5,493 | -59.1% | 0.00% | -50.0% |
| Q3 2022 | $1,453,000 | +6.4% | 13,437 | +15.9% | 0.01% | +14.3% |
| Q2 2022 | $1,365,000 | -34.5% | 11,591 | -16.8% | 0.01% | -30.0% |
| Q1 2022 | $2,083,000 | -7.3% | 13,930 | -13.0% | 0.01% | 0.0% |
| Q4 2021 | $2,246,000 | -81.3% | 16,018 | -83.4% | 0.01% | -83.1% |
| Q3 2021 | $12,035,000 | +117.9% | 96,623 | +128.0% | 0.06% | +126.9% |
| Q2 2021 | $5,524,000 | +189.5% | 42,371 | +178.9% | 0.03% | +160.0% |
| Q1 2021 | $1,908,000 | -92.4% | 15,192 | -93.1% | 0.01% | -93.2% |
| Q4 2020 | $25,097,000 | +469.2% | 221,294 | +395.6% | 0.15% | +390.0% |
| Q3 2020 | $4,409,000 | +1629.0% | 44,649 | +1464.4% | 0.03% | +1400.0% |
| Q2 2020 | $255,000 | -20.6% | 2,854 | -12.9% | 0.00% | 0.0% |
| Q4 2019 | $321,000 | +5.2% | 3,276 | -0.8% | 0.00% | -33.3% |
| Q3 2019 | $305,000 | +20.6% | 3,302 | +24.0% | 0.00% | +50.0% |
| Q2 2019 | $253,000 | -29.5% | 2,662 | -32.3% | 0.00% | -33.3% |
| Q1 2019 | $359,000 | -20.9% | 3,932 | -27.3% | 0.00% | -40.0% |
| Q4 2018 | $454,000 | -53.4% | 5,411 | -45.3% | 0.01% | -44.4% |
| Q3 2018 | $974,000 | -22.0% | 9,896 | -21.6% | 0.01% | -30.8% |
| Q2 2018 | $1,249,000 | -93.4% | 12,615 | -93.6% | 0.01% | -94.0% |
| Q1 2018 | $19,059,000 | -13.6% | 198,363 | -8.1% | 0.22% | -17.3% |
| Q4 2017 | $22,058,000 | +892.3% | 215,833 | +830.2% | 0.26% | +766.7% |
| Q3 2017 | $2,223,000 | +4.6% | 23,204 | -2.4% | 0.03% | -3.2% |
| Q2 2017 | $2,125,000 | +10.4% | 23,785 | +10.2% | 0.03% | -6.1% |
| Q1 2017 | $1,924,000 | -35.2% | 21,582 | -39.5% | 0.03% | -41.1% |
| Q4 2016 | $2,967,000 | +28.2% | 35,677 | +21.7% | 0.06% | +30.2% |
| Q3 2016 | $2,315,000 | +64.7% | 29,315 | +58.4% | 0.04% | +43.3% |
| Q2 2016 | $1,406,000 | +572.7% | 18,509 | +472.7% | 0.03% | +400.0% |
| Q3 2015 | $209,000 | -32.8% | 3,232 | -16.2% | 0.01% | -33.3% |
| Q2 2015 | $311,000 | -6.0% | 3,859 | -4.4% | 0.01% | 0.0% |
| Q1 2015 | $331,000 | +0.9% | 4,038 | +1.4% | 0.01% | -10.0% |
| Q4 2014 | $328,000 | -85.2% | 3,983 | -84.6% | 0.01% | -84.6% |
| Q3 2014 | $2,219,000 | -29.6% | 25,787 | -28.4% | 0.06% | -40.9% |
| Q2 2014 | $3,151,000 | +50.8% | 36,000 | +43.5% | 0.11% | +39.2% |
| Q1 2014 | $2,089,000 | +29.3% | 25,089 | +26.4% | 0.08% | +19.7% |
| Q4 2013 | $1,616,000 | +117.5% | 19,849 | +97.6% | 0.07% | +100.0% |
| Q3 2013 | $743,000 | +23.2% | 10,045 | +11.6% | 0.03% | +6.5% |
| Q2 2013 | $603,000 | – | 8,997 | – | 0.03% | – |
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% |