ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 152 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $884 | -5.0% | 7 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $931 | +0.3% | 7 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $928 | -7.2% | 7 | -30.0% | 0.00% | 0.0% |
| Q3 2022 | $1,000 | 0.0% | 10 | +11.1% | 0.00% | +100.0% |
| Q2 2022 | $1,000 | -80.0% | 9 | -76.3% | 0.00% | -75.0% |
| Q3 2021 | $5,000 | -28.6% | 38 | -34.5% | 0.00% | -33.3% |
| Q4 2020 | $7,000 | +133.3% | 58 | +93.3% | 0.01% | +200.0% |
| Q3 2020 | $3,000 | – | 30 | – | 0.00% | – |
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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% |