ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 214 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,916 | -14.8% | 2,493 | -10.2% | 0.20% | -15.5% |
| Q2 2023 | $369,480 | -0.9% | 2,777 | -1.3% | 0.23% | -11.1% |
| Q1 2023 | $372,939 | +10.3% | 2,814 | -6.2% | 0.26% | -7.4% |
| Q4 2022 | $338,251 | +12.4% | 3,000 | 0.0% | 0.28% | +6.4% |
| Q3 2022 | $301,000 | -12.8% | 3,000 | 0.0% | 0.26% | -12.0% |
| Q2 2022 | $345,000 | -33.7% | 3,000 | 0.0% | 0.30% | -18.9% |
| Q1 2022 | $520,000 | +18.7% | 3,000 | 0.0% | 0.37% | +23.3% |
| Q4 2021 | $438,000 | +12.6% | 3,000 | -3.9% | 0.30% | +4.5% |
| Q3 2021 | $389,000 | -33.6% | 3,121 | -30.5% | 0.29% | -29.4% |
| Q2 2021 | $586,000 | – | 4,493 | – | 0.41% | – |
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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% |