ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $420,393 | -13.7% | 3,328 | -9.1% | 0.04% | -4.9% |
Q2 2023 | $487,363 | -8.4% | 3,663 | -8.7% | 0.04% | -12.8% |
Q1 2023 | $531,843 | -7.9% | 4,013 | -4.5% | 0.05% | -6.0% |
Q4 2022 | $577,324 | +5.0% | 4,203 | -17.4% | 0.05% | -12.3% |
Q3 2022 | $550,000 | -17.9% | 5,087 | -10.7% | 0.06% | -12.3% |
Q2 2022 | $670,000 | -23.0% | 5,699 | -2.1% | 0.06% | -13.3% |
Q1 2022 | $870,000 | +6.1% | 5,821 | -0.5% | 0.08% | +7.1% |
Q4 2021 | $820,000 | +11.7% | 5,850 | -0.8% | 0.07% | +6.1% |
Q3 2021 | $734,000 | -5.4% | 5,895 | -1.0% | 0.07% | -8.3% |
Q2 2021 | $776,000 | +3.9% | 5,955 | 0.0% | 0.07% | -2.7% |
Q1 2021 | $747,000 | +10.0% | 5,955 | -0.7% | 0.07% | -28.2% |
Q4 2020 | $679,000 | +13.7% | 5,995 | -1.0% | 0.10% | +45.1% |
Q3 2020 | $597,000 | -99.9% | 6,055 | -0.2% | 0.07% | +4.4% |
Q2 2020 | $541,240,000 | +134872.6% | 6,065 | +4.6% | 0.07% | +11.5% |
Q1 2020 | $401,000 | -33.2% | 5,800 | -5.4% | 0.06% | -21.8% |
Q4 2019 | $600,000 | +10.1% | 6,130 | 0.0% | 0.08% | +4.0% |
Q3 2019 | $545,000 | -9.0% | 6,130 | -2.9% | 0.08% | -10.7% |
Q2 2019 | $599,000 | +2.2% | 6,315 | -1.6% | 0.08% | -2.3% |
Q1 2019 | $586,000 | – | 6,415 | – | 0.09% | – |
Download |
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% |