ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $178,364 | -5.1% | 1,412 | 0.0% | 0.01% | -10.0% |
| Q2 2023 | $187,867 | +0.4% | 1,412 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $187,132 | +6.2% | 1,412 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $176,175 | +3.0% | 1,412 | -10.7% | 0.01% | -8.3% |
| Q3 2022 | $171,000 | -63.7% | 1,581 | -60.4% | 0.01% | -47.8% |
| Q2 2022 | $471,000 | +66.4% | 3,996 | +110.9% | 0.02% | +91.7% |
| Q1 2022 | $283,000 | +8.8% | 1,895 | +2.0% | 0.01% | +20.0% |
| Q4 2021 | $260,000 | +11.1% | 1,857 | 0.0% | 0.01% | +11.1% |
| Q3 2021 | $234,000 | -22.0% | 1,857 | -18.7% | 0.01% | -25.0% |
| Q2 2021 | $300,000 | 0.0% | 2,283 | -0.3% | 0.01% | +50.0% |
| Q1 2021 | $300,000 | +3.4% | 2,291 | 0.0% | 0.01% | -33.3% |
| Q4 2020 | $290,000 | +31.8% | 2,291 | +0.4% | 0.01% | +9.1% |
| Q3 2020 | $220,000 | +12.2% | 2,283 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $196,000 | +31.5% | 2,283 | +3.8% | 0.01% | +10.0% |
| Q1 2020 | $149,000 | -38.9% | 2,199 | -12.2% | 0.01% | -23.1% |
| Q4 2019 | $244,000 | +6.6% | 2,505 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $229,000 | -3.8% | 2,505 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $238,000 | +3.9% | 2,505 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $229,000 | +10.1% | 2,505 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $208,000 | -20.0% | 2,505 | -5.5% | 0.02% | -11.8% |
| Q3 2018 | $260,000 | -0.8% | 2,650 | 0.0% | 0.02% | -15.0% |
| Q2 2018 | $262,000 | +3.1% | 2,650 | 0.0% | 0.02% | -9.1% |
| Q1 2018 | $254,000 | -14.5% | 2,650 | -8.9% | 0.02% | -18.5% |
| Q4 2017 | $297,000 | +22.2% | 2,910 | +14.6% | 0.03% | +12.5% |
| Q3 2017 | $243,000 | +3.4% | 2,540 | -3.6% | 0.02% | 0.0% |
| Q2 2017 | $235,000 | -9.3% | 2,634 | -9.6% | 0.02% | -11.1% |
| Q1 2017 | $259,000 | -8.5% | 2,915 | -14.5% | 0.03% | -27.0% |
| Q4 2016 | $283,000 | +4.0% | 3,410 | -1.2% | 0.04% | 0.0% |
| Q3 2016 | $272,000 | -69.9% | 3,450 | -70.9% | 0.04% | -71.8% |
| Q2 2016 | $904,000 | +363.6% | 11,874 | +349.8% | 0.13% | +336.7% |
| Q1 2016 | $195,000 | – | 2,640 | – | 0.03% | – |
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% |