ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 152 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $803,952 | -3.5% | 6,364 | +1.6% | 0.00% | 0.0% |
| Q2 2023 | $833,479 | -0.4% | 6,264 | -0.8% | 0.00% | -25.0% |
| Q1 2023 | $836,776 | +4.4% | 6,314 | -1.7% | 0.00% | 0.0% |
| Q4 2022 | $801,448 | +19.1% | 6,423 | +3.2% | 0.00% | 0.0% |
| Q3 2022 | $673,000 | -3.6% | 6,222 | +4.9% | 0.00% | -20.0% |
| Q2 2022 | $698,000 | -21.3% | 5,929 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $887,000 | +10.5% | 5,929 | +3.5% | 0.01% | 0.0% |
| Q4 2021 | $803,000 | +37.7% | 5,729 | +22.4% | 0.01% | +20.0% |
| Q3 2021 | $583,000 | +5.8% | 4,679 | +10.6% | 0.01% | 0.0% |
| Q2 2021 | $551,000 | +55.2% | 4,229 | +49.5% | 0.01% | +25.0% |
| Q1 2021 | $355,000 | +3844.4% | 2,829 | +3481.0% | 0.00% | – |
| Q4 2020 | $9,000 | +12.5% | 79 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | +14.3% | 79 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | -97.4% | 79 | -97.5% | 0.00% | -100.0% |
| Q4 2018 | $268,000 | -14.9% | 3,190 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $315,000 | -0.6% | 3,190 | 0.0% | 0.01% | -22.2% |
| Q2 2018 | $317,000 | +5.7% | 3,190 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $300,000 | -5.7% | 3,190 | +2.6% | 0.02% | 0.0% |
| Q4 2017 | $318,000 | -48.2% | 3,110 | -50.3% | 0.02% | -26.9% |
| Q3 2017 | $614,000 | +108.8% | 6,260 | +90.3% | 0.03% | -29.7% |
| Q2 2017 | $294,000 | +4.6% | 3,290 | +4.4% | 0.04% | +27.6% |
| Q1 2017 | $281,000 | – | 3,150 | – | 0.03% | – |
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% |