ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 214 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $34,540 | +9.4% | 250 | 0.0% | 0.02% | +4.2% |
Q3 2023 | $31,580 | -5.1% | 250 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $33,263 | +100697.0% | 250 | 0.0% | 0.02% | -4.0% |
Q1 2023 | $33 | +6.5% | 250 | 0.0% | 0.02% | +8.7% |
Q4 2022 | $31 | -99.9% | 250 | 0.0% | 0.02% | +4.5% |
Q3 2022 | $27,000 | -6.9% | 250 | 0.0% | 0.02% | -4.3% |
Q2 2022 | $29,000 | -17.1% | 250 | 0.0% | 0.02% | +4.5% |
Q1 2022 | $35,000 | 0.0% | 250 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $35,000 | +12.9% | 250 | 0.0% | 0.02% | +4.8% |
Q3 2021 | $31,000 | -6.1% | 250 | 0.0% | 0.02% | -4.5% |
Q2 2021 | $33,000 | +6.5% | 250 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $31,000 | +10.7% | 250 | 0.0% | 0.02% | +10.0% |
Q4 2020 | $28,000 | +64.7% | 250 | 0.0% | 0.02% | +11.1% |
Q1 2020 | $17,000 | -29.2% | 250 | 0.0% | 0.02% | 0.0% |
Q4 2019 | $24,000 | +4.3% | 250 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $23,000 | -4.2% | 250 | 0.0% | 0.02% | -14.3% |
Q2 2019 | $24,000 | +4.3% | 250 | 0.0% | 0.02% | -4.5% |
Q1 2019 | $23,000 | +9.5% | 250 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $21,000 | -16.0% | 250 | 0.0% | 0.02% | +4.8% |
Q3 2018 | $25,000 | 0.0% | 250 | 0.0% | 0.02% | -4.5% |
Q2 2018 | $25,000 | +4.2% | 250 | 0.0% | 0.02% | +10.0% |
Q1 2018 | $24,000 | -7.7% | 250 | 0.0% | 0.02% | -9.1% |
Q4 2017 | $26,000 | +8.3% | 250 | 0.0% | 0.02% | +10.0% |
Q3 2017 | $24,000 | +9.1% | 250 | 0.0% | 0.02% | +5.3% |
Q2 2017 | $22,000 | 0.0% | 250 | 0.0% | 0.02% | -5.0% |
Q1 2017 | $22,000 | – | 250 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lionsbridge Wealth Management LLC | 11,202 | $1,570,000 | 1.69% |
MinichMacGregor Wealth Management, LLC | 31,872 | $4,468,000 | 1.36% |
First Citizens Financial Corp | 12,280 | $1,722,000 | 1.26% |
EWG Elevate Inc. | 13,359 | $1,873,000 | 0.92% |
Navis Wealth Advisors, LLC | 7,538 | $1,057,000 | 0.89% |
Consilium Wealth Advisory, LLC | 7,743 | $1,086,000 | 0.70% |
Pathway Financial Advisors LLC | 12,560 | $1,646,000 | 0.59% |
UNIONVIEW, LLC | 4,036 | $566,000 | 0.53% |
Vahanian & Associates Financial Planning Inc. | 4,656 | $653,000 | 0.53% |
SOUTHERN CAPITAL ADVISORS, LLC | 5,164 | $724,000 | 0.45% |