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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $249,859 | +18.4% | 2,003 | +2.5% | 0.03% | +3.1% |
| Q3 2022 | $211,000 | -12.4% | 1,955 | -4.5% | 0.03% | -11.1% |
| Q2 2022 | $241,000 | -51.3% | 2,047 | -38.2% | 0.04% | -44.6% |
| Q1 2022 | $495,000 | +80.0% | 3,311 | +68.6% | 0.06% | +80.6% |
| Q4 2021 | $275,000 | +105.2% | 1,964 | +81.3% | 0.04% | +89.5% |
| Q3 2021 | $134,000 | +5.5% | 1,083 | +10.6% | 0.02% | +26.7% |
| Q2 2021 | $127,000 | +115.3% | 979 | +107.4% | 0.02% | +50.0% |
| Q1 2021 | $59,000 | +227.8% | 472 | +186.1% | 0.01% | +150.0% |
| Q4 2020 | $18,000 | -99.9% | 165 | 0.0% | 0.00% | -55.6% |
| Q3 2020 | $16,952,000 | +9.1% | 165 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $15,531,000 | -87.2% | 165 | -90.6% | 0.01% | -88.5% |
| Q1 2020 | $121,683,000 | -27.0% | 1,757 | +0.5% | 0.08% | -22.0% |
| Q4 2019 | $166,601,000 | – | 1,749 | – | 0.10% | – |
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% |