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 2023 | $610,757 | -5.1% | 4,835 | 0.0% | 0.19% | -3.6% |
| Q2 2023 | $643,297 | -14.1% | 4,835 | -14.4% | 0.19% | -11.9% |
| Q1 2023 | $748,795 | +6.2% | 5,650 | 0.0% | 0.22% | 0.0% |
| Q4 2022 | $704,951 | +15.4% | 5,650 | 0.0% | 0.22% | +14.7% |
| Q3 2022 | $611,000 | -8.1% | 5,650 | 0.0% | 0.19% | -3.5% |
| Q2 2022 | $665,000 | -21.3% | 5,650 | 0.0% | 0.20% | -8.8% |
| Q1 2022 | $845,000 | +6.7% | 5,650 | 0.0% | 0.22% | +11.9% |
| Q4 2021 | $792,000 | +12.5% | 5,650 | 0.0% | 0.19% | +7.2% |
| Q3 2021 | $704,000 | -4.5% | 5,650 | 0.0% | 0.18% | -4.2% |
| Q2 2021 | $737,000 | +3.9% | 5,650 | 0.0% | 0.19% | -3.1% |
| Q1 2021 | $709,000 | +10.6% | 5,650 | 0.0% | 0.20% | +4.8% |
| Q4 2020 | $641,000 | +14.9% | 5,650 | 0.0% | 0.19% | -5.1% |
| Q3 2020 | $558,000 | +10.7% | 5,650 | 0.0% | 0.20% | +1.0% |
| Q2 2020 | $504,000 | +28.9% | 5,650 | 0.0% | 0.19% | +8.4% |
| Q1 2020 | $391,000 | -29.3% | 5,650 | 0.0% | 0.18% | -9.1% |
| Q4 2019 | $553,000 | +6.1% | 5,650 | 0.0% | 0.20% | -3.4% |
| Q3 2019 | $521,000 | -3.0% | 5,650 | 0.0% | 0.20% | -1.4% |
| Q2 2019 | $537,000 | +3.9% | 5,650 | 0.0% | 0.21% | -3.3% |
| Q1 2019 | $517,000 | +52.5% | 5,650 | +39.9% | 0.21% | +25.9% |
| Q4 2018 | $339,000 | -14.8% | 4,040 | 0.0% | 0.17% | -3.4% |
| Q3 2018 | $398,000 | -0.5% | 4,040 | 0.0% | 0.18% | -5.4% |
| Q2 2018 | $400,000 | +3.1% | 4,040 | 0.0% | 0.19% | +2.8% |
| Q1 2018 | $388,000 | -6.1% | 4,040 | 0.0% | 0.18% | -8.6% |
| Q4 2017 | $413,000 | -10.2% | 4,040 | -15.8% | 0.20% | -18.5% |
| Q3 2017 | $460,000 | +7.2% | 4,800 | 0.0% | 0.24% | +3.4% |
| Q2 2017 | $429,000 | +0.2% | 4,800 | 0.0% | 0.24% | -2.9% |
| Q1 2017 | $428,000 | +7.3% | 4,800 | 0.0% | 0.24% | +1.3% |
| Q4 2016 | $399,000 | +5.3% | 4,800 | 0.0% | 0.24% | +4.4% |
| Q3 2016 | $379,000 | +3.8% | 4,800 | 0.0% | 0.23% | +0.9% |
| Q2 2016 | $365,000 | +3.7% | 4,800 | 0.0% | 0.23% | -25.6% |
| Q1 2016 | $352,000 | +3.8% | 4,800 | 0.0% | 0.30% | +41.9% |
| Q4 2015 | $339,000 | +9.0% | 4,800 | 0.0% | 0.22% | +8.6% |
| Q3 2015 | $311,000 | – | 4,800 | – | 0.20% | – |
Download | ||||||
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% |