ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 152 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,822 | -4.5% | 2,092 | 0.0% | 0.04% | +4.9% |
| Q2 2023 | $278,379 | +0.8% | 2,092 | +0.4% | 0.04% | -19.6% |
| Q1 2023 | $276,179 | +6.6% | 2,084 | +0.3% | 0.05% | +8.5% |
| Q4 2022 | $259,108 | +16.2% | 2,077 | +1.2% | 0.05% | -4.1% |
| Q3 2022 | $223,000 | -7.9% | 2,052 | 0.0% | 0.05% | -3.9% |
| Q2 2022 | $242,000 | -20.7% | 2,052 | +0.7% | 0.05% | -13.6% |
| Q1 2022 | $305,000 | +7.0% | 2,038 | +0.2% | 0.06% | -43.8% |
| Q4 2021 | $285,000 | +13.5% | 2,033 | +0.9% | 0.10% | +5.0% |
| Q3 2021 | $251,000 | -4.2% | 2,014 | 0.0% | 0.10% | -5.7% |
| Q2 2021 | $262,000 | +4.4% | 2,014 | +0.7% | 0.11% | -4.5% |
| Q1 2021 | $251,000 | +10.6% | 2,000 | 0.0% | 0.11% | -14.0% |
| Q4 2020 | $227,000 | +20.1% | 2,000 | +0.4% | 0.13% | +0.8% |
| Q2 2019 | $189,000 | +4.4% | 1,993 | +0.6% | 0.13% | +116.9% |
| Q1 2019 | $181,000 | -6.2% | 1,982 | +1.2% | 0.06% | -37.9% |
| Q3 2018 | $193,000 | -0.5% | 1,959 | +0.5% | 0.10% | -34.5% |
| Q2 2018 | $194,000 | +0.5% | 1,950 | 0.0% | 0.14% | +2.1% |
| Q1 2018 | $193,000 | – | 1,950 | – | 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% |