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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $10,000 | +11.1% | 67 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $9,000 | +12.5% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | -11.1% | 67 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $9,000 | +12.5% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $6,000 | -14.3% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $7,000 | +16.7% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | -14.3% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | +16.7% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | -25.0% |
| Q1 2017 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $6,000 | +20.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | 0.0% | 67 | 0.0% | 0.00% | +33.3% |
| Q1 2016 | $5,000 | 0.0% | 67 | 0.0% | 0.00% | -25.0% |
| Q4 2015 | $5,000 | +25.0% | 67 | 0.0% | 0.00% | +33.3% |
| Q3 2015 | $4,000 | -20.0% | 67 | 0.0% | 0.00% | -25.0% |
| Q2 2015 | $5,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | -16.7% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | -20.0% |
| Q3 2014 | $6,000 | 0.0% | 67 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $6,000 | 0.0% | 67 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $6,000 | +20.0% | 67 | 0.0% | 0.01% | +25.0% |
| Q4 2013 | $5,000 | – | 67 | – | 0.00% | – |
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% |