ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,027,709 | -40.3% | 15,300 | -46.9% | 0.00% | +33.3% |
| Q2 2022 | $3,394,000 | -72.2% | 28,830 | -64.7% | 0.00% | -66.7% |
| Q1 2022 | $12,213,000 | +2157.5% | 81,660 | +1779.4% | 0.01% | – |
| Q3 2021 | $541,000 | -36.9% | 4,345 | -34.0% | 0.00% | -100.0% |
| Q2 2021 | $858,000 | -37.6% | 6,580 | -52.7% | 0.00% | -50.0% |
| Q3 2020 | $1,375,000 | +366.1% | 13,925 | +364.2% | 0.00% | – |
| Q3 2018 | $295,000 | -40.4% | 3,000 | -40.0% | 0.00% | – |
| Q2 2018 | $495,000 | -82.7% | 5,000 | -82.1% | 0.00% | -100.0% |
| Q4 2017 | $2,862,000 | +17.2% | 28,000 | +9.8% | 0.00% | 0.0% |
| Q3 2017 | $2,443,000 | +58.9% | 25,500 | +47.6% | 0.00% | +100.0% |
| Q2 2017 | $1,537,000 | +56.5% | 17,282 | +57.1% | 0.00% | 0.0% |
| Q1 2017 | $982,000 | – | 11,000 | – | 0.00% | – |
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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% |