ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 195 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.31 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 ↓ |
---|---|---|---|
MinichMacGregor Wealth Management, LLC | 99,895 | $14,940,000 | 4.78% |
Lionsbridge Wealth Management LLC | 10,768 | $1,610,000 | 1.86% |
Pinnacle Family Advisors, LLC | 21,345 | $3,192,000 | 1.70% |
First Citizens Financial Corp | 13,567 | $2,029,000 | 1.52% |
Navis Wealth Advisors, LLC | 7,639 | $1,142,000 | 1.01% |
FIFTH THIRD SECURITIES, INC. | 2,045 | $306,000 | 0.91% |
SVB Investment Services Inc. | 8,981 | $1,343,000 | 0.83% |
Copperwynd Financial, LLC | 12,778 | $1,911,000 | 0.79% |
Consilium Wealth Advisory, LLC | 7,263 | $1,086,000 | 0.78% |
Kalos Management, Inc. | 7,595 | $1,066,000 | 0.73% |