ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70 | -4.1% | 550 | 0.0% | 0.00% | – |
| Q2 2023 | $73 | -11.0% | 550 | -11.4% | 0.00% | -100.0% |
| Q1 2023 | $82 | +18.8% | 621 | +12.9% | 0.00% | 0.0% |
| Q4 2022 | $69 | -99.9% | 550 | -11.3% | 0.00% | 0.0% |
| Q3 2022 | $67,000 | -8.2% | 620 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $73,000 | -8.8% | 619 | +15.1% | 0.00% | 0.0% |
| Q1 2022 | $80,000 | +21.2% | 538 | +14.7% | 0.00% | – |
| Q4 2021 | $66,000 | -5.7% | 469 | -13.0% | 0.00% | -100.0% |
| Q2 2021 | $70,000 | 0.0% | 539 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $70,000 | 0.0% | 539 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $70,000 | 0.0% | 539 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $70,000 | 0.0% | 539 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $70,000 | 0.0% | 539 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $70,000 | 0.0% | 539 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $70,000 | 0.0% | 539 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $70,000 | 0.0% | 539 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $70,000 | 0.0% | 539 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $70,000 | -75.6% | 539 | -84.2% | 0.00% | -85.7% |
| Q4 2018 | $287,000 | +537.8% | 3,416 | +654.1% | 0.01% | +600.0% |
| Q3 2018 | $45,000 | -4.3% | 453 | -3.8% | 0.00% | -50.0% |
| Q2 2018 | $47,000 | -98.9% | 471 | -99.0% | 0.00% | -98.8% |
| Q1 2018 | $4,343,000 | -32.0% | 45,205 | -27.6% | 0.17% | -39.1% |
| Q4 2017 | $6,385,000 | +5500.9% | 62,473 | +5167.5% | 0.28% | +5580.0% |
| Q3 2017 | $114,000 | -94.4% | 1,186 | -94.8% | 0.01% | -95.2% |
| Q2 2017 | $2,022,000 | -62.9% | 22,628 | -63.0% | 0.10% | -66.2% |
| Q1 2017 | $5,456,000 | +36273.3% | 61,206 | +34285.4% | 0.31% | +30700.0% |
| Q4 2016 | $15,000 | – | 178 | – | 0.00% | – |
Download | ||||||
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% |