ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 214 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.23 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 ↓ |
|---|---|---|---|
| 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% |