ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 178 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,999,682 | -2.8% | 22,546 | -3.1% | 1.24% | -5.7% |
| Q1 2023 | $3,085,173 | +14029.5% | 23,279 | +13202.3% | 1.32% | +11863.6% |
| Q4 2022 | $21,835 | -96.9% | 175 | -97.3% | 0.01% | -97.2% |
| Q3 2022 | $696,000 | -65.1% | 6,433 | -62.0% | 0.39% | -59.6% |
| Q2 2022 | $1,995,000 | +239.3% | 16,949 | +330.8% | 0.97% | +319.9% |
| Q1 2022 | $588,000 | -68.6% | 3,934 | -70.6% | 0.23% | -74.9% |
| Q4 2021 | $1,873,000 | -56.4% | 13,359 | -61.2% | 0.92% | -48.2% |
| Q3 2021 | $4,294,000 | -19.3% | 34,470 | -15.0% | 1.78% | -14.0% |
| Q2 2021 | $5,322,000 | -18.1% | 40,538 | -29.2% | 2.06% | -30.9% |
| Q4 2020 | $6,495,000 | – | 57,269 | – | 2.99% | – |
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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% |