ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 214 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.23 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% | – |
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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% |