ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 177 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,054 | -5.1% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $30,602 | +0.4% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $30,482 | +6.2% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $28,697 | +14.8% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $25,000 | -7.4% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $27,000 | -38.6% | 230 | -21.8% | 0.00% | -50.0% |
| Q1 2022 | $44,000 | -38.9% | 294 | -42.7% | 0.00% | -33.3% |
| Q4 2021 | $72,000 | +12.5% | 513 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $64,000 | -4.5% | 512 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $67,000 | +19.6% | 511 | +14.3% | 0.00% | 0.0% |
| Q1 2021 | $56,000 | +9.8% | 447 | +0.2% | 0.00% | 0.0% |
| Q4 2020 | $51,000 | +121.7% | 446 | +93.9% | 0.00% | +200.0% |
| Q3 2020 | $23,000 | +15.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $20,000 | +33.3% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -34.8% | 230 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $23,000 | +9.5% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $21,000 | -4.5% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | +4.8% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | +10.5% | 230 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $19,000 | -17.4% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $23,000 | +4.5% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $22,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $22,000 | -8.3% | 230 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $24,000 | +4.3% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $23,000 | +9.5% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $21,000 | -47.5% | 230 | -50.0% | 0.00% | 0.0% |
| Q1 2017 | $40,000 | +110.5% | 460 | +100.0% | 0.00% | 0.0% |
| Q4 2016 | $19,000 | – | 230 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 6,604 | $823,981 | 1.86% |
| PGIM Custom Harvest LLC | 276,580 | $34,508,889 | 1.56% |
| First Citizens Financial Corp | 13,463 | $1,680 | 1.45% |
| SPC Financial, Inc. | 98,060 | $12,235,005 | 1.45% |
| Navis Wealth Advisors, LLC | 7,701 | $960,792 | 1.36% |
| Pinnacle Family Advisors, LLC | 14,026 | $1,750,024 | 1.25% |
| Vahanian & Associates Financial Planning Inc. | 2,736 | $341,371 | 1.12% |
| Stonebridge Financial Planning Group, LLC | 7,722 | $963,474 | 0.64% |
| Royal Fund Management, LLC | 31,288 | $3,903,767 | 0.62% |
| UNIONVIEW, LLC | 4,083 | $509,441 | 0.51% |