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% | – |
Download | ||||||
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% |