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 | $418,436 | -5.1% | 3,313 | 0.0% | 0.12% | +0.9% |
| Q2 2023 | $440,729 | +0.8% | 3,313 | +0.4% | 0.12% | -4.1% |
| Q1 2023 | $437,246 | +6.6% | 3,299 | +0.3% | 0.12% | +0.8% |
| Q4 2022 | $410,220 | +16.5% | 3,288 | +1.1% | 0.12% | +6.2% |
| Q3 2022 | $352,000 | +10.3% | 3,253 | +20.1% | 0.11% | +20.2% |
| Q2 2022 | $319,000 | -20.6% | 2,709 | +0.7% | 0.09% | -10.5% |
| Q1 2022 | $402,000 | +6.9% | 2,690 | +0.3% | 0.10% | +8.2% |
| Q4 2021 | $376,000 | +4.4% | 2,683 | +0.6% | 0.10% | +2.1% |
| Q3 2021 | $360,000 | +4.0% | 2,668 | +0.4% | 0.10% | +1.1% |
| Q2 2021 | $346,000 | -6.7% | 2,657 | -10.0% | 0.09% | -12.1% |
| Q1 2021 | $371,000 | +5.4% | 2,951 | 0.0% | 0.11% | +1.9% |
| Q4 2020 | $352,000 | +21.4% | 2,951 | +0.4% | 0.10% | +1.0% |
| Q3 2020 | $290,000 | +3.9% | 2,940 | -6.0% | 0.10% | 0.0% |
| Q2 2020 | $279,000 | +30.4% | 3,126 | +1.0% | 0.10% | +14.3% |
| Q1 2020 | $214,000 | -29.4% | 3,096 | 0.0% | 0.09% | -11.7% |
| Q4 2019 | $303,000 | – | 3,096 | – | 0.10% | – |
Download | ||||||
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% |