ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 145 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.05 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $475,000 | -21.0% | 3,753 | -17.0% | 0.00% | 0.0% |
Q2 2023 | $601,000 | +8.3% | 4,523 | +8.4% | 0.00% | 0.0% |
Q1 2023 | $555,000 | +4.5% | 4,174 | -2.6% | 0.00% | 0.0% |
Q4 2022 | $531,000 | +7.1% | 4,285 | -6.7% | 0.00% | 0.0% |
Q3 2022 | $496,000 | -9.3% | 4,592 | -1.2% | 0.00% | 0.0% |
Q2 2022 | $547,000 | -24.6% | 4,649 | -4.5% | 0.00% | -50.0% |
Q1 2022 | $725,000 | +12.1% | 4,866 | +5.3% | 0.00% | +100.0% |
Q4 2021 | $647,000 | +1.4% | 4,619 | -10.2% | 0.00% | -50.0% |
Q3 2021 | $638,000 | -31.2% | 5,146 | -27.6% | 0.00% | -33.3% |
Q2 2021 | $928,000 | +106.2% | 7,110 | +98.9% | 0.00% | +200.0% |
Q1 2021 | $450,000 | +12.5% | 3,575 | +0.6% | 0.00% | -50.0% |
Q4 2020 | $400,000 | +52.7% | 3,553 | +32.7% | 0.00% | 0.0% |
Q4 2019 | $262,000 | +1.9% | 2,677 | -4.2% | 0.00% | +100.0% |
Q3 2019 | $257,000 | +10.3% | 2,795 | +13.6% | 0.00% | 0.0% |
Q2 2019 | $233,000 | +4.5% | 2,460 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $223,000 | -84.5% | 2,460 | -85.6% | 0.00% | -90.9% |
Q4 2018 | $1,437,000 | +140.3% | 17,125 | +182.2% | 0.01% | +175.0% |
Q3 2018 | $598,000 | -3.9% | 6,069 | -3.3% | 0.00% | -20.0% |
Q2 2018 | $622,000 | +13.9% | 6,276 | +10.5% | 0.01% | 0.0% |
Q1 2018 | $546,000 | -7.9% | 5,679 | -2.4% | 0.01% | 0.0% |
Q4 2017 | $593,000 | +6.3% | 5,821 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $558,000 | -3.3% | 5,821 | -10.3% | 0.01% | 0.0% |
Q2 2017 | $577,000 | – | 6,493 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kalos Management, Inc. | 7,594 | $876,000 | 2.16% |
SPC Financial, Inc. | 149,043 | $16,121,000 | 2.01% |
Capital CS Group, LLC | 13,366 | $1,446,000 | 1.55% |
First Citizens Financial Corp | 13,458 | $1,456,000 | 1.43% |
Vahanian & Associates Financial Planning Inc. | 3,529 | $382,000 | 1.32% |
Navis Wealth Advisors, LLC | 7,610 | $823,000 | 1.27% |
Cadent Capital Advisors, LLC | 20,813 | $2,251,000 | 1.26% |
Kesler, Norman & Wride, LLC | 28,887 | $3,124,000 | 0.87% |
Royal Fund Management, LLC | 43,142 | $4,666,000 | 0.85% |
MinichMacGregor Wealth Management, LLC | 15,848 | $1,714,000 | 0.68% |