ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 206 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,769 | -8.8% | 2,445 | -3.9% | 0.00% | -33.3% |
| Q2 2023 | $338,525 | +8.8% | 2,545 | +8.4% | 0.01% | +20.0% |
| Q1 2023 | $311,014 | +7.0% | 2,347 | +0.7% | 0.01% | -16.7% |
| Q4 2022 | $290,768 | +14.5% | 2,331 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $254,000 | -8.3% | 2,326 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $277,000 | -27.7% | 2,326 | -9.1% | 0.01% | +20.0% |
| Q1 2022 | $383,000 | +51.4% | 2,559 | +41.6% | 0.01% | -28.6% |
| Q4 2021 | $253,000 | -14.8% | 1,807 | -24.1% | 0.01% | 0.0% |
| Q3 2021 | $297,000 | – | 2,382 | – | 0.01% | – |
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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% |