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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |