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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $138,000 | -22.0% | 1,170 | -1.3% | 0.04% | +11.1% |
| Q1 2022 | $177,000 | +8.6% | 1,185 | +1.7% | 0.04% | +12.5% |
| Q4 2021 | $163,000 | +12.4% | 1,165 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $145,000 | -7.1% | 1,165 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $156,000 | +28.9% | 1,165 | +20.7% | 0.03% | +21.4% |
| Q1 2021 | $121,000 | +11.0% | 965 | 0.0% | 0.03% | +12.0% |
| Q4 2020 | $109,000 | +13.5% | 965 | -2.0% | 0.02% | -10.7% |
| Q4 2019 | $96,000 | +5.5% | 985 | 0.0% | 0.03% | -15.2% |
| Q3 2019 | $91,000 | -25.4% | 985 | -23.3% | 0.03% | -13.2% |
| Q2 2019 | $122,000 | 0.0% | 1,285 | -3.4% | 0.04% | -25.5% |
| Q1 2019 | $122,000 | +8.9% | 1,330 | 0.0% | 0.05% | +2.0% |
| Q4 2018 | $112,000 | -13.2% | 1,330 | +1.1% | 0.05% | +2.0% |
| Q3 2018 | $129,000 | +24.0% | 1,315 | +24.6% | 0.05% | +22.5% |
| Q2 2018 | $104,000 | +3.0% | 1,055 | 0.0% | 0.04% | -13.0% |
| Q1 2018 | $101,000 | -6.5% | 1,055 | 0.0% | 0.05% | -19.3% |
| Q4 2017 | $108,000 | +6.9% | 1,055 | 0.0% | 0.06% | +29.5% |
| Q3 2017 | $101,000 | +7.4% | 1,055 | 0.0% | 0.04% | -39.7% |
| Q1 2017 | $94,000 | – | 1,055 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 24,937 | $3,150,042 | 2.62% |
| Navis Wealth Advisors, LLC | 7,758 | $980,036 | 1.42% |
| PGIM Custom Harvest LLC | 286,918 | $36,243,515 | 1.34% |
| First Citizens Financial Corp | 14,018 | $1,770,754 | 1.25% |
| TCWP LLC | 12,339 | $1,558,662 | 1.19% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 5,173 | $653,480 | 0.61% |
| Pathway Financial Advisors LLC | 13,010 | $1,643,423 | 0.56% |
| First Heartland Consultants, Inc. | 35,166 | $4,442 | 0.56% |
| UNIONVIEW, LLC | 4,115 | $519,767 | 0.49% |
| HFG Advisors, Inc. | 3,299 | $416,730 | 0.46% |