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 ↓ |
|---|---|---|---|
| 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% |