ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 178 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,476 | -57.8% | 3,012 | -55.5% | 0.00% | – |
| Q2 2023 | $900,616 | +212.9% | 6,769 | +211.6% | 0.00% | – |
| Q1 2023 | $287,855 | -22.3% | 2,172 | -26.9% | 0.00% | – |
| Q4 2022 | $370,567 | -39.3% | 2,970 | -47.3% | 0.00% | – |
| Q3 2022 | $610,000 | -69.7% | 5,639 | -67.0% | 0.00% | -100.0% |
| Q2 2022 | $2,014,000 | +799.1% | 17,110 | +1040.7% | 0.00% | – |
| Q1 2022 | $224,000 | +5.7% | 1,500 | -7.7% | 0.00% | – |
| Q2 2021 | $212,000 | -37.3% | 1,625 | -66.7% | 0.00% | – |
| Q1 2020 | $338,000 | +27.1% | 4,879 | +79.2% | 0.00% | – |
| Q4 2019 | $266,000 | -6.3% | 2,722 | -11.7% | 0.00% | – |
| Q3 2019 | $284,000 | -68.6% | 3,084 | -67.6% | 0.00% | -100.0% |
| Q2 2019 | $904,000 | -76.6% | 9,504 | -77.5% | 0.00% | -83.3% |
| Q1 2019 | $3,868,000 | +12.1% | 42,306 | +2.9% | 0.01% | -14.3% |
| Q4 2018 | $3,452,000 | +875.1% | 41,114 | +1044.0% | 0.01% | +600.0% |
| Q3 2018 | $354,000 | -77.2% | 3,594 | -77.8% | 0.00% | -75.0% |
| Q1 2018 | $1,556,000 | -47.1% | 16,200 | -43.7% | 0.00% | -50.0% |
| Q4 2017 | $2,939,000 | +126.1% | 28,762 | +111.9% | 0.01% | +60.0% |
| Q3 2017 | $1,300,000 | +79.8% | 13,572 | +67.6% | 0.01% | +66.7% |
| Q2 2017 | $723,000 | +53.2% | 8,096 | +52.8% | 0.00% | +50.0% |
| Q1 2017 | $472,000 | -54.6% | 5,300 | -57.6% | 0.00% | -60.0% |
| Q4 2016 | $1,039,000 | -70.2% | 12,500 | -71.7% | 0.01% | -68.8% |
| Q3 2016 | $3,483,000 | +44.7% | 44,100 | +39.2% | 0.02% | +33.3% |
| Q2 2016 | $2,407,000 | -28.3% | 31,681 | -30.8% | 0.01% | -36.8% |
| Q1 2016 | $3,356,000 | -32.5% | 45,800 | -35.0% | 0.02% | -38.7% |
| Q4 2015 | $4,972,000 | +108.8% | 70,498 | +91.7% | 0.03% | +106.7% |
| Q3 2015 | $2,381,000 | +926.3% | 36,770 | +1177.2% | 0.02% | +650.0% |
| Q2 2015 | $232,000 | – | 2,879 | – | 0.00% | – |
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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% |