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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $317,695 | -1.5% | 2,515 | +3.8% | 0.13% | +2.3% |
| Q2 2023 | $322,380 | +2.0% | 2,423 | +1.6% | 0.13% | -4.4% |
| Q1 2023 | $316,084 | +167140.2% | 2,385 | +57.4% | 0.14% | +61.2% |
| Q4 2022 | $189 | -99.9% | 1,515 | +25.2% | 0.08% | +30.8% |
| Q3 2022 | $131,000 | 0.0% | 1,210 | +8.5% | 0.06% | +10.2% |
| Q2 2022 | $131,000 | -22.9% | 1,115 | -2.2% | 0.06% | -11.9% |
| Q1 2022 | $170,000 | +15.6% | 1,140 | +8.6% | 0.07% | +11.7% |
| Q4 2021 | $147,000 | +16.7% | 1,050 | +4.0% | 0.06% | +9.1% |
| Q3 2021 | $126,000 | +6.8% | 1,010 | +11.6% | 0.06% | +5.8% |
| Q2 2021 | $118,000 | -4.1% | 905 | -7.7% | 0.05% | -13.3% |
| Q1 2021 | $123,000 | +1.7% | 980 | -8.4% | 0.06% | -4.8% |
| Q4 2020 | $121,000 | +13.1% | 1,070 | -1.4% | 0.06% | +3.3% |
| Q3 2020 | $107,000 | +27.4% | 1,085 | +15.4% | 0.06% | +13.0% |
| Q2 2020 | $84,000 | +29.2% | 940 | -0.2% | 0.05% | +5.9% |
| Q1 2020 | $65,000 | -13.3% | 942 | +22.8% | 0.05% | +6.2% |
| Q4 2019 | $75,000 | +74.4% | 767 | +66.0% | 0.05% | +54.8% |
| Q3 2019 | $43,000 | -6.5% | 462 | -5.1% | 0.03% | -13.9% |
| Q2 2019 | $46,000 | +35.3% | 487 | +32.7% | 0.04% | +28.6% |
| Q1 2019 | $34,000 | +9.7% | 367 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $31,000 | -6.1% | 367 | +8.9% | 0.03% | +7.7% |
| Q3 2018 | $33,000 | +32.0% | 337 | +31.1% | 0.03% | +23.8% |
| Q2 2018 | $25,000 | 0.0% | 257 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $25,000 | +8.7% | 257 | +13.2% | 0.02% | +5.0% |
| Q4 2017 | $23,000 | – | 227 | – | 0.02% | – |
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% |