ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,048 | +138.7% | 1,000 | +150.0% | 0.04% | +147.1% |
| Q2 2023 | $53,220 | -93.3% | 400 | -93.3% | 0.02% | -93.6% |
| Q1 2023 | $796,506 | +21.8% | 6,010 | +14.6% | 0.27% | +12.2% |
| Q4 2022 | $654,169 | +225.5% | 5,243 | +290.4% | 0.24% | +271.9% |
| Q1 2022 | $201,000 | +45.7% | 1,343 | +26.3% | 0.06% | +28.0% |
| Q2 2021 | $138,000 | – | 1,063 | – | 0.05% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2017 | $728,000 | – | 7,128 | – | 0.56% | – |
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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% |