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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |