ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $77,303 | +0.4% | 581 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $77,000 | -93.0% | 581 | -93.4% | 0.01% | -93.4% |
| Q4 2022 | $1,092,544 | +15.4% | 8,756 | +0.0% | 0.14% | +7.9% |
| Q3 2022 | $947,000 | -8.1% | 8,755 | +0.0% | 0.13% | -0.8% |
| Q2 2022 | $1,030,000 | +119.6% | 8,752 | +179.2% | 0.13% | +154.0% |
| Q1 2022 | $469,000 | +18.4% | 3,135 | +11.0% | 0.05% | +19.0% |
| Q4 2021 | $396,000 | +12.5% | 2,825 | 0.0% | 0.04% | +7.7% |
| Q3 2021 | $352,000 | +3.8% | 2,825 | +8.7% | 0.04% | +2.6% |
| Q2 2021 | $339,000 | 0.0% | 2,600 | -3.7% | 0.04% | -5.0% |
| Q1 2021 | $339,000 | +85.2% | 2,700 | +67.2% | 0.04% | +53.8% |
| Q4 2020 | $183,000 | +2.2% | 1,615 | -11.0% | 0.03% | -10.3% |
| Q3 2020 | $179,000 | +0.6% | 1,815 | -8.9% | 0.03% | -6.5% |
| Q2 2020 | $178,000 | +20.3% | 1,992 | -7.0% | 0.03% | +3.3% |
| Q1 2020 | $148,000 | -22.9% | 2,142 | +9.0% | 0.03% | -40.0% |
| Q4 2019 | $192,000 | +3.2% | 1,965 | -2.5% | 0.05% | +4.2% |
| Q3 2019 | $186,000 | -5.6% | 2,015 | -2.9% | 0.05% | -11.1% |
| Q2 2019 | $197,000 | -3.0% | 2,075 | -6.4% | 0.05% | -8.5% |
| Q1 2019 | $203,000 | +9.1% | 2,218 | 0.0% | 0.06% | -7.8% |
| Q4 2018 | $186,000 | -14.7% | 2,218 | 0.0% | 0.06% | -8.6% |
| Q3 2018 | $218,000 | -0.9% | 2,218 | 0.0% | 0.07% | -6.7% |
| Q2 2018 | $220,000 | +3.3% | 2,218 | 0.0% | 0.08% | -6.2% |
| Q1 2018 | $213,000 | -14.5% | 2,218 | -8.8% | 0.08% | -28.6% |
| Q4 2017 | $249,000 | +6.9% | 2,433 | 0.0% | 0.11% | -3.4% |
| Q3 2017 | $233,000 | -0.9% | 2,433 | -7.6% | 0.12% | +12.6% |
| Q2 2017 | $235,000 | – | 2,633 | – | 0.10% | – |
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% |