ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 123 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,896 | -5.1% | 300 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $39,915 | +0.4% | 300 | 0.0% | 0.02% | -4.8% |
| Q1 2023 | $39,759 | +6.2% | 300 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $37,431 | +17.0% | 300 | 0.0% | 0.02% | +5.0% |
| Q3 2022 | $32,000 | -8.6% | 300 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $35,000 | -16.7% | 300 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $42,000 | +13.5% | 300 | 0.0% | 0.02% | +5.0% |
| Q3 2021 | $37,000 | -5.1% | 300 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $39,000 | -48.7% | 300 | -50.0% | 0.02% | -51.2% |
| Q1 2021 | $76,000 | +123.5% | 600 | +100.0% | 0.04% | +79.2% |
| Q4 2020 | $34,000 | +13.3% | 300 | 0.0% | 0.02% | -11.1% |
| Q3 2020 | $30,000 | +15.4% | 300 | 0.0% | 0.03% | +3.8% |
| Q2 2020 | $26,000 | +30.0% | 300 | 0.0% | 0.03% | +4.0% |
| Q1 2020 | $20,000 | -28.6% | 300 | 0.0% | 0.02% | +38.9% |
| Q3 2019 | $28,000 | -3.4% | 300 | 0.0% | 0.02% | -10.0% |
| Q2 2019 | $29,000 | +7.4% | 300 | 0.0% | 0.02% | -4.8% |
| Q1 2019 | $27,000 | -10.0% | 300 | 0.0% | 0.02% | +50.0% |
| Q3 2018 | $30,000 | – | 300 | – | 0.01% | – |
Download | ||||||
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% |