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 | $1,683,671 | -68.7% | 13,329 | -67.1% | 0.01% | -70.3% |
| Q2 2023 | $5,386,598 | +2.0% | 40,486 | +1.6% | 0.04% | -5.1% |
| Q1 2023 | $5,278,858 | +436.1% | 39,831 | +404.7% | 0.04% | +387.5% |
| Q4 2022 | $984,699 | +8.6% | 7,892 | -5.9% | 0.01% | -27.3% |
| Q3 2022 | $907,000 | -84.8% | 8,386 | -83.4% | 0.01% | -85.5% |
| Q2 2022 | $5,955,000 | -45.6% | 50,583 | -30.9% | 0.08% | -42.9% |
| Q1 2022 | $10,942,000 | -0.9% | 73,159 | -7.1% | 0.13% | -1.5% |
| Q4 2021 | $11,037,000 | +30.0% | 78,721 | +15.5% | 0.14% | +17.4% |
| Q3 2021 | $8,491,000 | +0.8% | 68,167 | +5.5% | 0.12% | -3.4% |
| Q2 2021 | $8,423,000 | +748.2% | 64,612 | +717.5% | 0.12% | +466.7% |
| Q1 2021 | $993,000 | +57.9% | 7,904 | +42.4% | 0.02% | +40.0% |
| Q4 2020 | $629,000 | +18.5% | 5,549 | +3.2% | 0.02% | +7.1% |
| Q3 2020 | $531,000 | +14.9% | 5,378 | +3.9% | 0.01% | +16.7% |
| Q2 2020 | $462,000 | +28.7% | 5,177 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $359,000 | -31.4% | 5,177 | -2.8% | 0.01% | -14.3% |
| Q4 2019 | $523,000 | +3.4% | 5,327 | -3.1% | 0.01% | -6.7% |
| Q3 2019 | $506,000 | -9.6% | 5,496 | -6.5% | 0.02% | -11.8% |
| Q2 2019 | $560,000 | +2.6% | 5,875 | -1.7% | 0.02% | -5.6% |
| Q1 2019 | $546,000 | +19.7% | 5,975 | +9.9% | 0.02% | 0.0% |
| Q4 2018 | $456,000 | -24.9% | 5,436 | -11.6% | 0.02% | -14.3% |
| Q3 2018 | $607,000 | +1.5% | 6,147 | +1.9% | 0.02% | -30.0% |
| Q2 2018 | $598,000 | -9.5% | 6,031 | -12.3% | 0.03% | +3.4% |
| Q1 2018 | $661,000 | -26.1% | 6,873 | -21.3% | 0.03% | -23.7% |
| Q4 2017 | $894,000 | +68.7% | 8,738 | +58.5% | 0.04% | +58.3% |
| Q3 2017 | $530,000 | -36.7% | 5,513 | -41.1% | 0.02% | -38.5% |
| Q2 2017 | $837,000 | +78.5% | 9,367 | +77.9% | 0.04% | +77.3% |
| Q1 2017 | $469,000 | +3.8% | 5,265 | -3.2% | 0.02% | -4.3% |
| Q4 2016 | $452,000 | -51.6% | 5,439 | -53.9% | 0.02% | -36.1% |
| Q3 2016 | $933,000 | +71.8% | 11,808 | +65.7% | 0.04% | +12.5% |
| Q2 2016 | $543,000 | +20.7% | 7,128 | +15.8% | 0.03% | +14.3% |
| Q1 2016 | $450,000 | +3.2% | 6,157 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $436,000 | +13.5% | 6,157 | +3.5% | 0.03% | +7.7% |
| Q3 2015 | $384,000 | +69.9% | 5,946 | +114.5% | 0.03% | +85.7% |
| Q2 2015 | $226,000 | 0.0% | 2,772 | 0.0% | 0.01% | -6.7% |
| Q1 2015 | $226,000 | -2.6% | 2,772 | -0.7% | 0.02% | -6.2% |
| Q4 2014 | $232,000 | -13.4% | 2,792 | -9.8% | 0.02% | -11.1% |
| Q3 2014 | $268,000 | -1.1% | 3,097 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $271,000 | +5.4% | 3,097 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $257,000 | -22.6% | 3,097 | -24.1% | 0.02% | -28.0% |
| Q4 2013 | $332,000 | +26.2% | 4,083 | +14.4% | 0.02% | +8.7% |
| Q3 2013 | $263,000 | -59.4% | 3,568 | -61.3% | 0.02% | -65.2% |
| Q1 2013 | $648,000 | – | 9,226 | – | 0.07% | – |
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% |