ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 177 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $44,902 | +9.4% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $41,054 | -5.1% | 325 | 0.0% | 0.01% | -16.7% |
| Q2 2023 | $43,241 | +0.4% | 325 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $43,072 | +6.2% | 325 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $40,550 | +15.4% | 325 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $35,152 | -8.1% | 325 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $38,262 | -21.3% | 325 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $48,607 | +230.2% | 325 | +209.5% | 0.01% | +200.0% |
| Q4 2021 | $14,722 | +12.6% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,079 | -4.4% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,688 | +3.8% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,185 | +10.7% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,908 | +14.8% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,369 | +10.7% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,370 | +28.8% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,273 | -29.3% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,284 | +6.2% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,688 | -2.9% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,976 | +3.9% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,599 | +8.9% | 105 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $8,816 | -14.7% | 105 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $10,334 | -0.6% | 105 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $10,396 | +3.1% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $10,088 | -6.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,731 | +6.7% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $10,058 | +7.2% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $9,382 | +0.2% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $9,360 | +7.2% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $8,732 | +5.3% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,293 | +4.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $7,974 | +3.7% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $7,693 | – | 105 | – | 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% |