ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.47 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 ↓ |
|---|---|---|---|
| Johnson Midwest Financial, LLC | 120,789 | $13,699,000 | 13.05% |
| PIERSHALE FINANCIAL GROUP, INC. | 187,139 | $21,223,000 | 10.19% |
| Barber Financial Group, Inc. | 365,017 | $41,397,000 | 7.56% |
| Ascension Capital Advisors, Inc. | 57,357 | $6,505,000 | 4.54% |
| Ascension Asset Management LLC | 57,357 | $6,505,000 | 4.54% |
| EWG Elevate Inc. | 57,269 | $6,495,000 | 2.99% |
| Royal Fund Management, LLC | 97,231 | $11,027,000 | 2.34% |
| Pinkerton Retirement Specialists, LLC | 82,836 | $9,394,000 | 2.26% |
| Mattern Wealth Management LLC | 47,266 | $5,360,000 | 2.03% |
| Brookstone Capital Management | 365,884 | $41,495,000 | 1.65% |