ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 177 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $16,226,000 | -23.5% | 130,263 | -30.4% | 6.69% | -34.4% |
| Q4 2020 | $21,223,000 | +186.6% | 187,139 | +125.6% | 10.19% | +136.5% |
| Q2 2020 | $7,404,000 | +17.0% | 82,962 | +25.6% | 4.31% | +20.3% |
| Q3 2017 | $6,329,000 | -24.5% | 66,072 | -29.8% | 3.58% | -33.6% |
| Q2 2017 | $8,386,000 | 0.0% | 94,075 | 0.0% | 5.39% | 0.0% |
| Q1 2017 | $8,386,000 | -38.0% | 94,075 | -42.2% | 5.39% | -35.0% |
| Q4 2016 | $13,534,000 | +123.2% | 162,743 | +131.0% | 8.30% | +70.9% |
| Q3 2014 | $6,064,000 | -7.8% | 70,450 | -6.2% | 4.86% | -9.7% |
| Q2 2014 | $6,576,000 | – | 75,133 | – | 5.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lionsbridge Wealth Management LLC | 11,202 | $1,570,000 | 1.69% |
| MinichMacGregor Wealth Management, LLC | 31,872 | $4,468,000 | 1.36% |
| First Citizens Financial Corp | 12,280 | $1,722,000 | 1.26% |
| EWG Elevate Inc. | 13,359 | $1,873,000 | 0.92% |
| Navis Wealth Advisors, LLC | 7,538 | $1,057,000 | 0.89% |
| Consilium Wealth Advisory, LLC | 7,743 | $1,086,000 | 0.70% |
| Pathway Financial Advisors LLC | 12,560 | $1,646,000 | 0.59% |
| UNIONVIEW, LLC | 4,036 | $566,000 | 0.53% |
| Vahanian & Associates Financial Planning Inc. | 4,656 | $653,000 | 0.53% |
| SOUTHERN CAPITAL ADVISORS, LLC | 5,164 | $724,000 | 0.45% |