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 | $4,169,950 | +36.8% | 33,011 | +44.1% | 0.00% | – |
| Q2 2023 | $3,048,974 | +79.4% | 22,916 | +78.7% | 0.00% | – |
| Q1 2023 | $1,699,830 | -11.7% | 12,826 | -16.9% | 0.00% | – |
| Q4 2022 | $1,926,074 | +10.6% | 15,437 | -4.1% | 0.00% | – |
| Q3 2022 | $1,741,000 | -18.5% | 16,099 | -11.3% | 0.00% | – |
| Q2 2022 | $2,136,000 | -53.6% | 18,143 | -41.1% | 0.00% | -100.0% |
| Q1 2022 | $4,605,000 | +6.1% | 30,793 | -0.5% | 0.00% | 0.0% |
| Q4 2021 | $4,339,000 | +128.4% | 30,947 | +102.9% | 0.00% | – |
| Q3 2021 | $1,900,000 | -72.0% | 15,251 | -70.7% | 0.00% | -100.0% |
| Q2 2021 | $6,791,000 | +326.6% | 52,097 | +311.1% | 0.00% | – |
| Q1 2021 | $1,592,000 | -65.2% | 12,674 | -68.6% | 0.00% | -100.0% |
| Q4 2020 | $4,579,000 | +46.5% | 40,375 | +27.6% | 0.00% | 0.0% |
| Q3 2020 | $3,126,000 | -36.0% | 31,651 | -42.2% | 0.00% | -50.0% |
| Q2 2020 | $4,884,000 | +1708.9% | 54,724 | +1303.2% | 0.00% | – |
| Q1 2020 | $270,000 | -81.7% | 3,900 | -74.1% | 0.00% | -100.0% |
| Q4 2019 | $1,475,000 | +0.3% | 15,064 | -5.5% | 0.00% | – |
| Q3 2019 | $1,471,000 | -52.8% | 15,944 | -51.4% | 0.00% | -100.0% |
| Q2 2019 | $3,117,000 | +38.0% | 32,810 | +32.8% | 0.00% | 0.0% |
| Q1 2019 | $2,259,000 | -8.2% | 24,708 | -1.2% | 0.00% | 0.0% |
| Q3 2018 | $2,462,000 | +6.3% | 25,011 | +6.9% | 0.00% | 0.0% |
| Q2 2018 | $2,317,000 | -52.8% | 23,397 | -54.2% | 0.00% | -50.0% |
| Q1 2018 | $4,909,000 | +22.3% | 51,103 | +30.1% | 0.00% | 0.0% |
| Q4 2017 | $4,015,000 | -15.0% | 39,288 | -20.3% | 0.00% | -33.3% |
| Q3 2017 | $4,723,000 | +68.6% | 49,304 | +57.3% | 0.00% | +50.0% |
| Q2 2017 | $2,801,000 | -41.6% | 31,345 | -41.8% | 0.00% | -50.0% |
| Q1 2017 | $4,799,000 | +32.1% | 53,837 | +23.2% | 0.00% | 0.0% |
| Q4 2016 | $3,633,000 | -2.0% | 43,688 | -6.9% | 0.00% | +33.3% |
| Q3 2016 | $3,706,000 | +140.0% | 46,927 | +130.8% | 0.00% | +50.0% |
| Q2 2016 | $1,544,000 | +63.0% | 20,329 | +57.2% | 0.00% | +100.0% |
| Q1 2016 | $947,000 | -62.5% | 12,929 | -63.9% | 0.00% | -66.7% |
| Q4 2015 | $2,525,000 | +316.0% | 35,798 | +281.6% | 0.00% | +200.0% |
| Q3 2015 | $607,000 | +27.3% | 9,380 | +58.4% | 0.00% | – |
| Q2 2015 | $477,000 | -82.6% | 5,923 | -82.4% | 0.00% | -100.0% |
| Q1 2015 | $2,748,000 | +135.9% | 33,559 | +137.5% | 0.00% | +200.0% |
| Q4 2014 | $1,165,000 | +78.4% | 14,132 | +89.3% | 0.00% | 0.0% |
| Q2 2014 | $653,000 | – | 7,466 | – | 0.00% | – |
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% |