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 2021 | $504,000 | -12.8% | 4,047 | -8.7% | 0.92% | -8.1% |
| Q2 2021 | $578,000 | +2.8% | 4,433 | -0.9% | 1.00% | +1.1% |
| Q1 2021 | $562,000 | -5.5% | 4,475 | -14.7% | 0.99% | -8.9% |
| Q4 2020 | $595,000 | -5.1% | 5,248 | -17.4% | 1.08% | +421.6% |
| Q3 2020 | $627,000 | -38.5% | 6,352 | -38.9% | 0.21% | -55.7% |
| Q4 2019 | $1,019,000 | -13.3% | 10,400 | -18.3% | 0.47% | -14.6% |
| Q3 2019 | $1,175,000 | -11.4% | 12,731 | -8.8% | 0.55% | -2.7% |
| Q2 2019 | $1,326,000 | -17.4% | 13,953 | -20.5% | 0.56% | -20.3% |
| Q1 2019 | $1,605,000 | -10.2% | 17,555 | -17.6% | 0.71% | -21.9% |
| Q4 2018 | $1,788,000 | -26.3% | 21,297 | -13.6% | 0.91% | -3.7% |
| Q3 2018 | $2,425,000 | -7.0% | 24,643 | -6.4% | 0.94% | -18.3% |
| Q2 2018 | $2,607,000 | -8.9% | 26,335 | -11.6% | 1.15% | -13.6% |
| Q1 2018 | $2,861,000 | – | 29,777 | – | 1.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lionsbridge Wealth Management LLC | 11,202 | $1,570,000 | 1.69% |
| MinichMacGregor Wealth Management, LLC | 31,872 | $4,468,000 | 1.36% |
| First Citizens Financial Corp | 12,280 | $1,722,000 | 1.26% |
| EWG Elevate Inc. | 13,359 | $1,873,000 | 0.92% |
| Navis Wealth Advisors, LLC | 7,538 | $1,057,000 | 0.89% |
| Consilium Wealth Advisory, LLC | 7,743 | $1,086,000 | 0.70% |
| Pathway Financial Advisors LLC | 12,560 | $1,646,000 | 0.59% |
| UNIONVIEW, LLC | 4,036 | $566,000 | 0.53% |
| Vahanian & Associates Financial Planning Inc. | 4,656 | $653,000 | 0.53% |
| SOUTHERN CAPITAL ADVISORS, LLC | 5,164 | $724,000 | 0.45% |