ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 177 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,632 | -5.1% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $13,305 | +0.4% | 100 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $13,253 | +6.2% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $12,477 | +13.4% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $11,000 | -8.3% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $12,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $15,000 | +7.1% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $14,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $12,000 | -7.7% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $13,000 | -7.1% | 100 | -9.1% | 0.00% | 0.0% |
Q1 2021 | $14,000 | +27.3% | 110 | +10.0% | 0.00% | 0.0% |
Q4 2020 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $9,000 | +28.6% | 100 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $7,000 | -30.0% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $10,000 | – | 100 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Milestone Advisory Partners | 28,039 | $3,716,009 | 3.43% |
Kalos Management, Inc. | 8,508 | $1,127,565 | 2.26% |
SPC Financial, Inc. | 147,163 | $19,503,455 | 2.22% |
PGIM Custom Harvest LLC | 284,323 | $37,681,360 | 1.56% |
EWG Elevate Inc. | 23,279 | $3,085,173 | 1.32% |
Pinkerton Retirement Specialists, LLC | 45,991 | $6,095,187 | 1.14% |
Navis Wealth Advisors, LLC | 7,727 | $1,024,092 | 1.12% |
Vahanian & Associates Financial Planning Inc. | 2,656 | $352,000 | 0.98% |
Royal Fund Management, LLC | 39,749 | $5,267,937 | 0.75% |
Stonebridge Financial Planning Group, LLC | 7,962 | $1,055,204 | 0.68% |