ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 123 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,516 | -79.8% | 1,959 | -78.7% | 0.01% | -78.3% |
| Q2 2023 | $1,223,116 | +381.8% | 9,193 | +379.8% | 0.05% | +360.0% |
| Q1 2023 | $253,873 | -12.7% | 1,916 | -17.8% | 0.01% | -23.1% |
| Q4 2022 | $290,843 | -91.9% | 2,331 | -91.9% | 0.01% | -93.9% |
| Q3 2021 | $3,603,000 | +1674.9% | 28,923 | +1756.4% | 0.21% | +1675.0% |
| Q2 2021 | $203,000 | -80.3% | 1,558 | -82.9% | 0.01% | -84.4% |
| Q4 2020 | $1,032,000 | +268.6% | 9,101 | +218.1% | 0.08% | +156.7% |
| Q4 2019 | $280,000 | -2.1% | 2,861 | -7.8% | 0.03% | -21.1% |
| Q3 2019 | $286,000 | -3.1% | 3,103 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $295,000 | +10.9% | 3,103 | +6.7% | 0.04% | -2.6% |
| Q1 2019 | $266,000 | +9.5% | 2,909 | +0.3% | 0.04% | -18.8% |
| Q4 2018 | $243,000 | -15.0% | 2,899 | -0.1% | 0.05% | +11.6% |
| Q3 2018 | $286,000 | -0.3% | 2,903 | 0.0% | 0.04% | -33.8% |
| Q2 2018 | $287,000 | -37.7% | 2,903 | -39.4% | 0.06% | -44.4% |
| Q1 2018 | $461,000 | +24.9% | 4,794 | +32.8% | 0.12% | -15.8% |
| Q4 2017 | $369,000 | – | 3,610 | – | 0.14% | – |
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% |