ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 127 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 35.71 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $926,457 | -8.9% | 7,334 | -4.0% | 0.01% | -12.5% |
| Q2 2023 | $1,016,806 | +0.1% | 7,642 | -0.3% | 0.02% | -5.9% |
| Q1 2023 | $1,016,229 | -19.0% | 7,668 | -23.7% | 0.02% | -26.1% |
| Q4 2022 | $1,254,724 | +76.0% | 10,056 | +52.5% | 0.02% | +21.1% |
| Q3 2022 | $713,000 | -3.5% | 6,592 | +5.0% | 0.02% | +11.8% |
| Q2 2022 | $739,000 | -31.8% | 6,277 | -13.4% | 0.02% | -22.7% |
| Q1 2022 | $1,084,000 | +37.4% | 7,249 | +28.9% | 0.02% | +37.5% |
| Q4 2021 | $789,000 | +13.7% | 5,624 | +1.0% | 0.02% | +14.3% |
| Q3 2021 | $694,000 | -2.9% | 5,570 | +1.5% | 0.01% | -17.6% |
| Q2 2021 | $715,000 | +22.0% | 5,485 | +17.5% | 0.02% | +6.2% |
| Q1 2021 | $586,000 | +20.3% | 4,668 | +8.8% | 0.02% | 0.0% |
| Q4 2020 | $487,000 | -19.2% | 4,290 | -29.7% | 0.02% | -30.4% |
| Q3 2020 | $603,000 | -3.5% | 6,102 | -12.8% | 0.02% | -14.8% |
| Q2 2020 | $625,000 | +128.1% | 7,000 | +77.2% | 0.03% | +80.0% |
| Q1 2020 | $274,000 | -38.6% | 3,950 | -13.5% | 0.02% | -21.1% |
| Q4 2019 | $446,000 | -2.4% | 4,566 | -7.4% | 0.02% | -5.0% |
| Q3 2019 | $457,000 | -6.5% | 4,933 | -5.1% | 0.02% | -9.1% |
| Q2 2019 | $489,000 | +1.0% | 5,199 | -1.0% | 0.02% | -8.3% |
| Q1 2019 | $484,000 | -1.0% | 5,254 | -9.5% | 0.02% | -17.2% |
| Q4 2018 | $489,000 | -12.4% | 5,805 | +2.6% | 0.03% | +7.4% |
| Q3 2018 | $558,000 | +69.6% | 5,660 | +71.7% | 0.03% | +42.1% |
| Q2 2018 | $329,000 | +12.7% | 3,297 | +6.9% | 0.02% | +5.6% |
| Q1 2018 | $292,000 | +20.7% | 3,085 | +30.4% | 0.02% | +20.0% |
| Q4 2017 | $242,000 | +7.6% | 2,365 | -0.5% | 0.02% | +7.1% |
| Q3 2017 | $225,000 | +5.6% | 2,378 | -0.9% | 0.01% | +7.7% |
| Q2 2017 | $213,000 | – | 2,400 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lionsbridge Wealth Management LLC | 11,202 | $1,570,000 | 1.69% |
| MinichMacGregor Wealth Management, LLC | 31,872 | $4,468,000 | 1.36% |
| First Citizens Financial Corp | 12,280 | $1,722,000 | 1.26% |
| EWG Elevate Inc. | 13,359 | $1,873,000 | 0.92% |
| Navis Wealth Advisors, LLC | 7,538 | $1,057,000 | 0.89% |
| Consilium Wealth Advisory, LLC | 7,743 | $1,086,000 | 0.70% |
| Pathway Financial Advisors LLC | 12,560 | $1,646,000 | 0.59% |
| UNIONVIEW, LLC | 4,036 | $566,000 | 0.53% |
| Vahanian & Associates Financial Planning Inc. | 4,656 | $653,000 | 0.53% |
| SOUTHERN CAPITAL ADVISORS, LLC | 5,164 | $724,000 | 0.45% |