ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 152 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,243,515 | -3.9% | 286,918 | +1.2% | 1.34% | -6.0% |
| Q2 2023 | $37,722,238 | +0.1% | 283,519 | -0.3% | 1.42% | -9.0% |
| Q1 2023 | $37,681,360 | +9.2% | 284,323 | +2.8% | 1.56% | +0.3% |
| Q4 2022 | $34,508,889 | +1384.9% | 276,580 | +1382.7% | 1.56% | +343.2% |
| Q3 2021 | $2,324,000 | +83.4% | 18,654 | +92.0% | 0.35% | +50.4% |
| Q2 2021 | $1,267,000 | +212.8% | 9,718 | +201.1% | 0.23% | +136.4% |
| Q1 2021 | $405,000 | – | 3,227 | – | 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% |