ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,750,024 | +134.3% | 14,026 | +103.2% | 1.25% | +93.2% |
| Q3 2022 | $747,000 | -51.7% | 6,903 | -47.5% | 0.65% | -48.8% |
| Q2 2022 | $1,548,000 | -51.5% | 13,145 | -38.4% | 1.26% | -25.6% |
| Q1 2022 | $3,192,000 | -41.7% | 21,345 | -49.2% | 1.70% | -28.9% |
| Q2 2021 | $5,478,000 | +276.2% | 42,025 | +227.3% | 2.39% | +168.5% |
| Q4 2020 | $1,456,000 | -50.1% | 12,838 | -56.5% | 0.89% | -54.8% |
| Q3 2020 | $2,917,000 | -57.9% | 29,540 | -59.0% | 1.97% | -50.1% |
| Q1 2018 | $6,924,000 | -40.9% | 72,070 | -37.1% | 3.95% | -26.8% |
| Q4 2017 | $11,707,000 | +705.2% | 114,550 | +654.9% | 5.40% | +689.2% |
| Q3 2017 | $1,454,000 | -77.9% | 15,175 | -79.4% | 0.68% | -81.4% |
| Q2 2017 | $6,584,000 | +665.6% | 73,690 | +664.0% | 3.68% | +590.8% |
| Q1 2017 | $860,000 | -78.5% | 9,645 | -80.0% | 0.53% | -78.3% |
| Q4 2016 | $4,001,000 | – | 48,115 | – | 2.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Midwest Financial, LLC | 120,789 | $13,699,000 | 13.05% |
| PIERSHALE FINANCIAL GROUP, INC. | 187,139 | $21,223,000 | 10.19% |
| Barber Financial Group, Inc. | 365,017 | $41,397,000 | 7.56% |
| Ascension Capital Advisors, Inc. | 57,357 | $6,505,000 | 4.54% |
| Ascension Asset Management LLC | 57,357 | $6,505,000 | 4.54% |
| EWG Elevate Inc. | 57,269 | $6,495,000 | 2.99% |
| Royal Fund Management, LLC | 97,231 | $11,027,000 | 2.34% |
| Pinkerton Retirement Specialists, LLC | 82,836 | $9,394,000 | 2.26% |
| Mattern Wealth Management LLC | 47,266 | $5,360,000 | 2.03% |
| Brookstone Capital Management | 365,884 | $41,495,000 | 1.65% |