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 | $46,870 | -5.1% | 372 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $49,367 | +0.5% | 372 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $49,135 | +131.0% | 371 | +117.0% | 0.01% | +100.0% |
| Q4 2022 | $21,273 | +18.2% | 171 | +0.6% | 0.01% | +25.0% |
| Q3 2022 | $18,000 | -10.0% | 170 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $20,000 | -20.0% | 170 | +0.6% | 0.01% | 0.0% |
| Q1 2022 | $25,000 | +4.2% | 169 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $24,000 | +14.3% | 169 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $21,000 | +61.5% | 169 | +69.0% | 0.01% | +66.7% |
| Q2 2021 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | +18.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +28.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -30.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | -10.0% | 100 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | +33.3% |
| Q1 2019 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | – | 100 | – | 0.00% | – |
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% |