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 2022 | $1,194,000 | +17.2% | 11,041 | +27.6% | 0.03% | +23.8% |
| Q2 2022 | $1,019,000 | -21.6% | 8,653 | -0.3% | 0.02% | -8.7% |
| Q1 2022 | $1,299,000 | +319.0% | 8,683 | +141.2% | 0.02% | -28.1% |
| Q3 2014 | $310,000 | -5.2% | 3,600 | -3.8% | 0.03% | -3.0% |
| Q2 2014 | $327,000 | -83.1% | 3,741 | -83.9% | 0.03% | -83.2% |
| Q1 2014 | $1,932,000 | +548.3% | 23,202 | +534.5% | 0.20% | +556.7% |
| Q4 2013 | $298,000 | +10.0% | 3,657 | -0.3% | 0.03% | +7.1% |
| Q3 2013 | $271,000 | – | 3,668 | – | 0.03% | – |
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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% |