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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,092,403 | -3.3% | 38,274 | -3.7% | 0.63% | -16.0% |
| Q1 2023 | $5,267,937 | +34.9% | 39,749 | +27.0% | 0.75% | +21.4% |
| Q4 2022 | $3,903,767 | -16.3% | 31,288 | -27.5% | 0.62% | -26.8% |
| Q3 2022 | $4,666,000 | -4.8% | 43,142 | +3.7% | 0.85% | +4.2% |
| Q2 2022 | $4,899,000 | -54.4% | 41,613 | -51.7% | 0.81% | -48.0% |
| Q3 2021 | $10,734,000 | +196.7% | 86,180 | +210.5% | 1.56% | +161.1% |
| Q2 2021 | $3,618,000 | +24.9% | 27,758 | +20.4% | 0.60% | +13.0% |
| Q1 2021 | $2,896,000 | -73.7% | 23,064 | -76.3% | 0.53% | -77.3% |
| Q4 2020 | $11,027,000 | +4124.9% | 97,231 | +3570.5% | 2.34% | +3385.1% |
| Q3 2020 | $261,000 | +20.8% | 2,649 | +25.0% | 0.07% | -13.0% |
| Q4 2017 | $216,000 | – | 2,119 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Commonwealth Financial Services, LLC | 70,535 | $5,571,000 | 5.24% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 76,915 | $6,075,000 | 2.22% |
| Quantitative Advantage, LLC | 78,876 | $6,230,000 | 1.89% |
| First Heartland Consultants, Inc. | 28,681 | $2,265,000 | 0.66% |
| Cranbrook Wealth Management, LLC | 13,814 | $1,091,000 | 0.55% |
| Kalos Management, Inc. | 6,952 | $549,000 | 0.47% |
| First Allied Advisory Services, Inc. | 94,108 | $7,433,000 | 0.40% |
| COMMERCE BANK | 308,605 | $24,373,000 | 0.38% |
| Madden Advisory Services, Inc. | 7,710 | $608,000 | 0.37% |
| ROBERTS GLORE & CO INC /IL/ | 6,414 | $507,000 | 0.36% |