ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,485 | -41.3% | 273 | -50.0% | 0.00% | +100.0% |
| Q2 2023 | $58,725 | +35.9% | 546 | +3.6% | 0.00% | -50.0% |
| Q1 2023 | $43,227 | +10366.6% | 527 | -89.5% | 0.00% | -81.8% |
| Q4 2022 | $413 | -99.9% | 5,024 | -21.6% | 0.01% | -21.4% |
| Q3 2022 | $535,000 | -2.2% | 6,410 | -2.2% | 0.01% | -17.6% |
| Q2 2022 | $547,000 | -18.2% | 6,555 | -14.6% | 0.02% | +112.5% |
| Q1 2022 | $669,000 | +582.7% | 7,676 | +1006.1% | 0.01% | +300.0% |
| Q4 2021 | $98,000 | -96.8% | 694 | -97.2% | 0.00% | -96.8% |
| Q3 2021 | $3,096,000 | +2935.3% | 24,918 | +3123.5% | 0.06% | +3000.0% |
| Q2 2021 | $102,000 | -26.6% | 773 | -30.0% | 0.00% | -33.3% |
| Q1 2021 | $139,000 | -94.5% | 1,105 | -95.1% | 0.00% | -97.1% |
| Q4 2020 | $2,544,000 | +3697.0% | 22,505 | +3185.4% | 0.10% | +2475.0% |
| Q3 2020 | $67,000 | +6.3% | 685 | -2.4% | 0.00% | -20.0% |
| Q2 2020 | $63,000 | +14.5% | 702 | -14.3% | 0.01% | -16.7% |
| Q1 2020 | $55,000 | -32.9% | 819 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $82,000 | +6.5% | 819 | -0.4% | 0.01% | +20.0% |
| Q3 2019 | $77,000 | +450.0% | 822 | +437.3% | 0.01% | +150.0% |
| Q1 2019 | $14,000 | -80.6% | 153 | -82.3% | 0.00% | -50.0% |
| Q4 2018 | $72,000 | -24.2% | 862 | -10.8% | 0.00% | 0.0% |
| Q3 2018 | $95,000 | -39.5% | 966 | -39.1% | 0.00% | -42.9% |
| Q2 2018 | $157,000 | -91.6% | 1,587 | -91.3% | 0.01% | -91.8% |
| Q1 2018 | $1,865,000 | 0.0% | 18,244 | 0.0% | 0.08% | 0.0% |
| Q4 2017 | $1,865,000 | +62.2% | 18,244 | +51.9% | 0.08% | +84.8% |
| Q3 2017 | $1,150,000 | -37.5% | 12,008 | -41.7% | 0.05% | -41.0% |
| Q2 2017 | $1,839,000 | +495.1% | 20,582 | +494.5% | 0.08% | +500.0% |
| Q1 2017 | $309,000 | -80.8% | 3,462 | -82.1% | 0.01% | -83.3% |
| Q4 2016 | $1,608,000 | +851.5% | 19,334 | +803.5% | 0.08% | +766.7% |
| Q3 2016 | $169,000 | +1.8% | 2,140 | -2.2% | 0.01% | 0.0% |
| Q2 2016 | $166,000 | +1085.7% | 2,188 | +1330.1% | 0.01% | +350.0% |
| Q1 2016 | $14,000 | -89.2% | 153 | -91.7% | 0.00% | -77.8% |
| Q4 2015 | $130,000 | – | 1,842 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 6,604 | $823,981 | 1.86% |
| PGIM Custom Harvest LLC | 276,580 | $34,508,889 | 1.56% |
| First Citizens Financial Corp | 13,463 | $1,680 | 1.45% |
| SPC Financial, Inc. | 98,060 | $12,235,005 | 1.45% |
| Navis Wealth Advisors, LLC | 7,701 | $960,792 | 1.36% |
| Pinnacle Family Advisors, LLC | 14,026 | $1,750,024 | 1.25% |
| Vahanian & Associates Financial Planning Inc. | 2,736 | $341,371 | 1.12% |
| Stonebridge Financial Planning Group, LLC | 7,722 | $963,474 | 0.64% |
| Royal Fund Management, LLC | 31,288 | $3,903,767 | 0.62% |
| UNIONVIEW, LLC | 4,083 | $509,441 | 0.51% |