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 | $203,754 | -5.1% | 1,613 | 0.0% | 0.06% | +3.8% |
| Q2 2023 | $214,610 | +0.4% | 1,613 | 0.0% | 0.05% | -1.9% |
| Q1 2023 | $213,771 | +6.2% | 1,613 | 0.0% | 0.05% | -5.3% |
| Q4 2022 | $201,254 | -16.5% | 1,613 | 0.0% | 0.06% | +3.6% |
| Q1 2022 | $241,000 | +6.6% | 1,613 | 0.0% | 0.06% | +17.0% |
| Q4 2021 | $226,000 | +12.4% | 1,613 | 0.0% | 0.05% | +2.2% |
| Q3 2021 | $201,000 | -4.3% | 1,613 | 0.0% | 0.05% | +7.0% |
| Q2 2021 | $210,000 | +3.4% | 1,613 | 0.0% | 0.04% | +16.2% |
| Q1 2021 | $203,000 | -5.6% | 1,613 | -25.7% | 0.04% | -57.5% |
| Q2 2018 | $215,000 | +2.9% | 2,172 | 0.0% | 0.09% | +14.5% |
| Q1 2018 | $209,000 | -15.0% | 2,172 | -8.4% | 0.08% | -3.8% |
| Q4 2017 | $246,000 | +8.4% | 2,370 | 0.0% | 0.08% | +6.8% |
| Q3 2017 | $227,000 | – | 2,370 | – | 0.07% | – |
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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% |