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 | $980,036 | -5.1% | 7,758 | 0.0% | 1.42% | +50.0% |
| Q2 2023 | $1,032,250 | +0.8% | 7,758 | +0.4% | 0.95% | -15.8% |
| Q1 2023 | $1,024,092 | +6.6% | 7,727 | +0.3% | 1.12% | -17.7% |
| Q4 2022 | $960,792 | +16.7% | 7,701 | +1.2% | 1.36% | +7.4% |
| Q3 2022 | $823,000 | -9.1% | 7,610 | -1.1% | 1.27% | +31.2% |
| Q2 2022 | $905,000 | -20.8% | 7,691 | +0.7% | 0.97% | -4.3% |
| Q1 2022 | $1,142,000 | +8.0% | 7,639 | +1.3% | 1.01% | +13.9% |
| Q4 2021 | $1,057,000 | +13.7% | 7,538 | +1.0% | 0.89% | +37.0% |
| Q3 2021 | $930,000 | -4.4% | 7,466 | 0.0% | 0.65% | -20.6% |
| Q2 2021 | $973,000 | +4.5% | 7,466 | +0.7% | 0.82% | +13.3% |
| Q1 2021 | $931,000 | +10.7% | 7,417 | 0.0% | 0.72% | -5.0% |
| Q4 2020 | $841,000 | – | 7,417 | – | 0.76% | – |
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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% |