ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 152 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,931,657 | +62.4% | 55,555 | +53.3% | 0.35% | +59.2% |
| Q2 2022 | $4,268,000 | +348.8% | 36,251 | +470.1% | 0.22% | +445.0% |
| Q1 2022 | $951,000 | +25.5% | 6,359 | +17.6% | 0.04% | +21.2% |
| Q4 2021 | $758,000 | +23.3% | 5,406 | +9.5% | 0.03% | +6.5% |
| Q3 2021 | $615,000 | -81.7% | 4,935 | -80.8% | 0.03% | -81.5% |
| Q2 2021 | $3,352,000 | +385.8% | 25,715 | +367.9% | 0.17% | +309.8% |
| Q1 2021 | $690,000 | +26.1% | 5,496 | +13.9% | 0.04% | +7.9% |
| Q4 2020 | $547,000 | +1557.6% | 4,826 | +1336.3% | 0.04% | +192.3% |
| Q3 2020 | $33,000 | -94.7% | 336 | -94.8% | 0.01% | -85.1% |
| Q1 2018 | $622,000 | – | 6,478 | – | 0.09% | – |
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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% |