ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 206 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $410 | -5.3% | 2,955 | -13.4% | 0.01% | -12.5% |
| Q3 2023 | $433 | -4.6% | 3,411 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $454 | +0.4% | 3,411 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $452 | +4.4% | 3,411 | -1.6% | 0.01% | 0.0% |
| Q4 2022 | $433 | -99.9% | 3,467 | -2.1% | 0.01% | +12.5% |
| Q3 2022 | $383,000 | -10.1% | 3,541 | -2.0% | 0.01% | -11.1% |
| Q2 2022 | $426,000 | -22.5% | 3,615 | -1.9% | 0.01% | -10.0% |
| Q1 2022 | $550,000 | +15.1% | 3,686 | +8.0% | 0.01% | +25.0% |
| Q4 2021 | $478,000 | +0.6% | 3,413 | -10.4% | 0.01% | -11.1% |
| Q3 2021 | $475,000 | -4.4% | 3,810 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $497,000 | +6.7% | 3,810 | +2.7% | 0.01% | 0.0% |
| Q1 2021 | $466,000 | +0.9% | 3,710 | -9.0% | 0.01% | -10.0% |
| Q4 2020 | $462,000 | +32.8% | 4,075 | +15.8% | 0.01% | +25.0% |
| Q3 2020 | $348,000 | +32.3% | 3,519 | +19.3% | 0.01% | +14.3% |
| Q2 2020 | $263,000 | +34.2% | 2,950 | +4.2% | 0.01% | +16.7% |
| Q1 2020 | $196,000 | -24.9% | 2,830 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $261,000 | -3.0% | 2,830 | 0.0% | 0.01% | -30.0% |
| Q2 2019 | $269,000 | +3.9% | 2,830 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $259,000 | +8.8% | 2,830 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $238,000 | -14.7% | 2,830 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $279,000 | -0.4% | 2,830 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $280,000 | -5.1% | 2,830 | -8.0% | 0.01% | -8.3% |
| Q1 2018 | $295,000 | -11.9% | 3,075 | -6.1% | 0.01% | -7.7% |
| Q4 2017 | $335,000 | +3.7% | 3,275 | -2.8% | 0.01% | -7.1% |
| Q3 2017 | $323,000 | -22.0% | 3,370 | -27.3% | 0.01% | -26.3% |
| Q2 2017 | $414,000 | -11.7% | 4,635 | -12.0% | 0.02% | -9.5% |
| Q1 2017 | $469,000 | +12.5% | 5,265 | +4.9% | 0.02% | +5.0% |
| Q4 2016 | $417,000 | -6.1% | 5,020 | -10.7% | 0.02% | -4.8% |
| Q3 2016 | $444,000 | -1.3% | 5,620 | -5.1% | 0.02% | -4.5% |
| Q2 2016 | $450,000 | +3.7% | 5,920 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $434,000 | -1.8% | 5,920 | -5.4% | 0.02% | -4.3% |
| Q4 2015 | $442,000 | -5.2% | 6,260 | -13.1% | 0.02% | -11.5% |
| Q3 2015 | $466,000 | -21.7% | 7,205 | -2.4% | 0.03% | -13.3% |
| Q2 2015 | $595,000 | -10.4% | 7,385 | -8.9% | 0.03% | -9.1% |
| Q1 2015 | $664,000 | -58.5% | 8,105 | -58.2% | 0.03% | -57.1% |
| Q4 2014 | $1,599,000 | – | 19,385 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 6,604 | $823,981 | 1.86% |
| PGIM Custom Harvest LLC | 276,580 | $34,508,889 | 1.56% |
| First Citizens Financial Corp | 13,463 | $1,680 | 1.45% |
| SPC Financial, Inc. | 98,060 | $12,235,005 | 1.45% |
| Navis Wealth Advisors, LLC | 7,701 | $960,792 | 1.36% |
| Pinnacle Family Advisors, LLC | 14,026 | $1,750,024 | 1.25% |
| Vahanian & Associates Financial Planning Inc. | 2,736 | $341,371 | 1.12% |
| Stonebridge Financial Planning Group, LLC | 7,722 | $963,474 | 0.64% |
| Royal Fund Management, LLC | 31,288 | $3,903,767 | 0.62% |
| UNIONVIEW, LLC | 4,083 | $509,441 | 0.51% |