ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 190 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $679,473 | -5.1% | 5,379 | -0.1% | 0.06% | 0.0% |
| Q2 2023 | $716,212 | +0.4% | 5,383 | 0.0% | 0.06% | -1.6% |
| Q1 2023 | $713,413 | +2.9% | 5,383 | -3.1% | 0.06% | +1.7% |
| Q4 2022 | $693,475 | +8.9% | 5,558 | -5.5% | 0.06% | +1.7% |
| Q3 2022 | $637,000 | -12.5% | 5,882 | -4.9% | 0.06% | -7.8% |
| Q2 2022 | $728,000 | -26.1% | 6,188 | -6.0% | 0.06% | -13.5% |
| Q1 2022 | $985,000 | +5.8% | 6,586 | -0.8% | 0.07% | +13.8% |
| Q4 2021 | $931,000 | +12.6% | 6,636 | -0.1% | 0.06% | +8.3% |
| Q3 2021 | $827,000 | +0.2% | 6,641 | +5.0% | 0.06% | 0.0% |
| Q2 2021 | $825,000 | +3.9% | 6,326 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $794,000 | +14.1% | 6,326 | +3.0% | 0.06% | +9.1% |
| Q4 2020 | $696,000 | +13.9% | 6,141 | -0.6% | 0.06% | +10.0% |
| Q3 2020 | $611,000 | +17.7% | 6,181 | +6.3% | 0.05% | +16.3% |
| Q2 2020 | $519,000 | +24.8% | 5,814 | -3.1% | 0.04% | +19.4% |
| Q1 2020 | $416,000 | -33.0% | 5,998 | -5.3% | 0.04% | -35.7% |
| Q4 2019 | $621,000 | +10.3% | 6,334 | +3.8% | 0.06% | +1.8% |
| Q3 2019 | $563,000 | -7.7% | 6,105 | -4.9% | 0.06% | -6.8% |
| Q2 2019 | $610,000 | +3.0% | 6,422 | -0.8% | 0.06% | +1.7% |
| Q1 2019 | $592,000 | +14.3% | 6,472 | +4.9% | 0.06% | 0.0% |
| Q4 2018 | $518,000 | -16.2% | 6,172 | -1.6% | 0.06% | -4.9% |
| Q3 2018 | $618,000 | -1.6% | 6,275 | -1.1% | 0.06% | +7.0% |
| Q2 2018 | $628,000 | -5.1% | 6,345 | -7.9% | 0.06% | -3.4% |
| Q1 2018 | $662,000 | +3.8% | 6,890 | +10.5% | 0.06% | -7.8% |
| Q4 2017 | $638,000 | +3.9% | 6,238 | -2.7% | 0.06% | 0.0% |
| Q3 2017 | $614,000 | +6.8% | 6,408 | -0.5% | 0.06% | 0.0% |
| Q2 2017 | $575,000 | +0.2% | 6,438 | 0.0% | 0.06% | +1.6% |
| Q1 2017 | $574,000 | – | 6,438 | – | 0.06% | – |
Download | ||||||
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% |