ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 206 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,632 | -5.1% | 417 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $55,436 | +0.8% | 417 | +0.5% | 0.03% | -8.6% |
| Q1 2023 | $54,998 | -14.2% | 415 | -19.3% | 0.04% | -25.5% |
| Q4 2022 | $64,075 | +16.5% | 514 | +1.2% | 0.05% | +14.6% |
| Q3 2022 | $55,000 | -8.3% | 508 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $60,000 | -20.0% | 508 | +0.8% | 0.04% | -4.5% |
| Q1 2022 | $75,000 | +7.1% | 504 | +0.2% | 0.04% | +12.8% |
| Q4 2021 | $70,000 | +12.9% | 503 | +0.6% | 0.04% | +5.4% |
| Q3 2021 | $62,000 | -4.6% | 500 | 0.0% | 0.04% | -5.1% |
| Q2 2021 | $65,000 | +3.2% | 500 | 0.0% | 0.04% | -7.1% |
| Q1 2021 | $63,000 | +10.5% | 500 | 0.0% | 0.04% | +2.4% |
| Q4 2020 | $57,000 | +16.3% | 500 | 0.0% | 0.04% | +2.5% |
| Q3 2020 | $49,000 | +8.9% | 500 | 0.0% | 0.04% | -4.8% |
| Q2 2020 | $45,000 | +28.6% | 500 | 0.0% | 0.04% | +2.4% |
| Q1 2020 | $35,000 | -28.6% | 500 | 0.0% | 0.04% | -10.9% |
| Q4 2019 | $49,000 | – | 500 | – | 0.05% | – |
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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% |