ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 134 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.22 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76 | -5.0% | 598 | 0.0% | 0.00% | -50.0% |
| Q2 2023 | $80 | +1.3% | 598 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $79 | +5.3% | 598 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $75 | -99.9% | 598 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $65,000 | -7.1% | 598 | 0.0% | 0.00% | +100.0% |
| Q2 2022 | $70,000 | -21.3% | 598 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $89,000 | +6.0% | 598 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $84,000 | +13.5% | 598 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $74,000 | -5.1% | 598 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $78,000 | +4.0% | 598 | 0.0% | 0.00% | +100.0% |
| Q1 2021 | $75,000 | +31.6% | 598 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $57,000 | -3.4% | 598 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $59,000 | +11.3% | 598 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $53,000 | +29.3% | 598 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $41,000 | -58.2% | 598 | -40.1% | 0.00% | -50.0% |
| Q4 2019 | $98,000 | +6.5% | 998 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $92,000 | -3.2% | 998 | 0.0% | 0.01% | +20.0% |
| Q2 2019 | $95,000 | +4.4% | 998 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $91,000 | +8.3% | 998 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $84,000 | -14.3% | 998 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $98,000 | -1.0% | 998 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $99,000 | +3.1% | 998 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $96,000 | -5.9% | 998 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $102,000 | +6.2% | 998 | 0.0% | 0.01% | -25.0% |
| Q3 2017 | $96,000 | +7.9% | 998 | 0.0% | 0.01% | +14.3% |
| Q2 2017 | $89,000 | +1.1% | 998 | 0.0% | 0.01% | -12.5% |
| Q1 2017 | $88,000 | +76.0% | 998 | +66.9% | 0.01% | +14.3% |
| Q4 2016 | $50,000 | +8.7% | 598 | 0.0% | 0.01% | +16.7% |
| Q3 2016 | $46,000 | -39.5% | 598 | -40.1% | 0.01% | -33.3% |
| Q2 2016 | $76,000 | +72.7% | 998 | +66.9% | 0.01% | +80.0% |
| Q1 2016 | $44,000 | – | 598 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 99,895 | $14,940,000 | 4.78% |
| Lionsbridge Wealth Management LLC | 10,768 | $1,610,000 | 1.86% |
| Pinnacle Family Advisors, LLC | 21,345 | $3,192,000 | 1.70% |
| First Citizens Financial Corp | 13,567 | $2,029,000 | 1.52% |
| Navis Wealth Advisors, LLC | 7,639 | $1,142,000 | 1.01% |
| FIFTH THIRD SECURITIES, INC. | 2,045 | $306,000 | 0.91% |
| SVB Investment Services Inc. | 8,981 | $1,343,000 | 0.83% |
| Copperwynd Financial, LLC | 12,778 | $1,911,000 | 0.79% |
| Consilium Wealth Advisory, LLC | 7,263 | $1,086,000 | 0.78% |
| Kalos Management, Inc. | 7,595 | $1,066,000 | 0.73% |