ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 214 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $408,000 | -8.7% | 3,771 | -0.6% | 0.09% | +2.2% |
| Q2 2022 | $447,000 | -21.3% | 3,795 | 0.0% | 0.09% | -15.0% |
| Q1 2022 | $568,000 | +5.8% | 3,795 | -1.0% | 0.11% | +40.8% |
| Q4 2021 | $537,000 | +4.3% | 3,832 | -7.2% | 0.08% | +11.8% |
| Q3 2021 | $515,000 | -3.7% | 4,131 | +0.6% | 0.07% | 0.0% |
| Q2 2021 | $535,000 | -12.7% | 4,107 | -15.9% | 0.07% | -16.0% |
| Q1 2021 | $613,000 | +10.6% | 4,881 | -0.1% | 0.08% | +5.2% |
| Q4 2020 | $554,000 | -20.3% | 4,885 | -30.6% | 0.08% | -26.7% |
| Q3 2020 | $695,000 | +10.7% | 7,035 | -0.1% | 0.10% | +2.9% |
| Q2 2020 | $628,000 | +12.7% | 7,039 | -12.4% | 0.10% | -1.9% |
| Q1 2020 | $557,000 | -29.2% | 8,039 | 0.0% | 0.10% | -11.1% |
| Q4 2019 | $787,000 | +6.1% | 8,039 | 0.0% | 0.12% | +7.3% |
| Q3 2019 | $742,000 | -2.9% | 8,039 | 0.0% | 0.11% | +5.8% |
| Q2 2019 | $764,000 | -0.8% | 8,039 | -4.6% | 0.10% | 0.0% |
| Q1 2019 | $770,000 | -5.4% | 8,428 | -13.1% | 0.10% | -17.6% |
| Q4 2018 | $814,000 | -14.7% | 9,697 | +0.0% | 0.12% | -0.8% |
| Q3 2018 | $954,000 | -0.6% | 9,694 | +0.0% | 0.13% | -13.7% |
| Q2 2018 | $960,000 | +2.8% | 9,693 | -0.2% | 0.15% | +3.5% |
| Q1 2018 | $934,000 | -14.7% | 9,717 | -9.3% | 0.14% | -13.0% |
| Q4 2017 | $1,095,000 | +6.9% | 10,716 | +0.3% | 0.16% | -9.5% |
| Q3 2017 | $1,024,000 | +2.3% | 10,689 | -4.6% | 0.18% | +8.5% |
| Q2 2017 | $1,001,000 | -3.8% | 11,207 | -3.9% | 0.16% | -13.6% |
| Q1 2017 | $1,040,000 | +10.6% | 11,663 | +3.2% | 0.19% | -4.0% |
| Q4 2016 | $940,000 | +5.3% | 11,302 | 0.0% | 0.20% | +4.7% |
| Q3 2016 | $893,000 | +3.2% | 11,302 | -0.8% | 0.19% | -1.6% |
| Q2 2016 | $865,000 | +3.3% | 11,392 | -0.3% | 0.19% | +2.1% |
| Q1 2016 | $837,000 | -8.9% | 11,421 | -12.4% | 0.19% | -7.8% |
| Q4 2015 | $919,000 | -29.9% | 13,034 | -35.6% | 0.20% | -41.9% |
| Q3 2015 | $1,311,000 | -21.2% | 20,252 | -1.9% | 0.35% | -15.3% |
| Q2 2015 | $1,664,000 | -7.1% | 20,654 | -5.6% | 0.42% | -11.8% |
| Q1 2015 | $1,791,000 | -9.9% | 21,868 | -9.3% | 0.47% | -11.9% |
| Q4 2014 | $1,988,000 | -4.2% | 24,111 | 0.0% | 0.54% | -8.4% |
| Q3 2014 | $2,075,000 | -9.0% | 24,111 | -7.5% | 0.59% | +36.0% |
| Q2 2014 | $2,281,000 | +2.4% | 26,054 | -2.6% | 0.43% | -34.7% |
| Q1 2014 | $2,228,000 | -0.3% | 26,759 | -2.5% | 0.66% | +15.6% |
| Q4 2013 | $2,235,000 | – | 27,451 | – | 0.57% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 28,039 | $3,716,009 | 3.43% |
| Kalos Management, Inc. | 8,508 | $1,127,565 | 2.26% |
| SPC Financial, Inc. | 147,163 | $19,503,455 | 2.22% |
| PGIM Custom Harvest LLC | 284,323 | $37,681,360 | 1.56% |
| EWG Elevate Inc. | 23,279 | $3,085,173 | 1.32% |
| Pinkerton Retirement Specialists, LLC | 45,991 | $6,095,187 | 1.14% |
| Navis Wealth Advisors, LLC | 7,727 | $1,024,092 | 1.12% |
| Vahanian & Associates Financial Planning Inc. | 2,656 | $352,000 | 0.98% |
| Royal Fund Management, LLC | 39,749 | $5,267,937 | 0.75% |
| Stonebridge Financial Planning Group, LLC | 7,962 | $1,055,204 | 0.68% |