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 | $252,058 | -88.9% | 1,995 | -88.3% | 0.00% | -89.5% |
| Q2 2023 | $2,273,029 | +19.2% | 17,084 | +18.7% | 0.02% | +11.8% |
| Q1 2023 | $1,907,246 | -6.9% | 14,391 | +5.0% | 0.02% | -41.4% |
| Q1 2022 | $2,049,000 | -45.1% | 13,700 | -48.6% | 0.03% | -45.3% |
| Q4 2021 | $3,735,000 | +22.4% | 26,638 | +8.8% | 0.05% | +8.2% |
| Q3 2021 | $3,051,000 | +0.7% | 24,493 | +5.4% | 0.05% | 0.0% |
| Q2 2021 | $3,029,000 | -12.7% | 23,237 | -15.9% | 0.05% | -27.9% |
| Q1 2021 | $3,468,000 | -33.0% | 27,615 | -39.5% | 0.07% | -33.3% |
| Q4 2020 | $5,178,000 | – | 45,655 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 99,895 | $14,940,000 | 4.78% |
| Lionsbridge Wealth Management LLC | 10,768 | $1,610,000 | 1.86% |
| Pinnacle Family Advisors, LLC | 21,345 | $3,192,000 | 1.70% |
| First Citizens Financial Corp | 13,567 | $2,029,000 | 1.52% |
| Navis Wealth Advisors, LLC | 7,639 | $1,142,000 | 1.01% |
| FIFTH THIRD SECURITIES, INC. | 2,045 | $306,000 | 0.91% |
| SVB Investment Services Inc. | 8,981 | $1,343,000 | 0.83% |
| Copperwynd Financial, LLC | 12,778 | $1,911,000 | 0.79% |
| Consilium Wealth Advisory, LLC | 7,263 | $1,086,000 | 0.78% |
| Kalos Management, Inc. | 7,595 | $1,066,000 | 0.73% |