ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,155,454 | -63.1% | 17,564 | -65.2% | 0.05% | -63.6% |
| Q2 2022 | $5,847,000 | -33.9% | 50,405 | -15.5% | 0.13% | -25.4% |
| Q1 2022 | $8,844,000 | +1947.2% | 59,635 | +1827.4% | 0.17% | +2371.4% |
| Q4 2021 | $432,000 | +2.9% | 3,094 | -4.3% | 0.01% | -12.5% |
| Q3 2021 | $420,000 | -98.7% | 3,233 | -98.7% | 0.01% | -98.7% |
| Q2 2021 | $33,557,000 | -19.1% | 257,797 | -29.5% | 0.60% | -63.6% |
| Q4 2020 | $41,495,000 | +939.2% | 365,884 | +804.8% | 1.65% | +796.2% |
| Q3 2020 | $3,993,000 | – | 40,440 | – | 0.18% | – |
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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% |