ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $399,150 | +0.4% | 3,000 | 0.0% | 0.03% | -6.2% |
| Q1 2023 | $397,590 | +106207.5% | 3,000 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $374 | -99.9% | 3,000 | 0.0% | 0.03% | +6.7% |
| Q3 2022 | $324,000 | -8.2% | 3,000 | 0.0% | 0.03% | -6.2% |
| Q2 2022 | $353,000 | -21.4% | 3,000 | 0.0% | 0.03% | -13.5% |
| Q1 2022 | $449,000 | +6.7% | 3,000 | 0.0% | 0.04% | +8.8% |
| Q4 2021 | $421,000 | +12.6% | 3,000 | 0.0% | 0.03% | +3.0% |
| Q3 2021 | $374,000 | +28.5% | 3,000 | 0.0% | 0.03% | +26.9% |
| Q2 2021 | $291,000 | -22.8% | 3,000 | 0.0% | 0.03% | -29.7% |
| Q1 2021 | $377,000 | +10.9% | 3,000 | 0.0% | 0.04% | +8.8% |
| Q4 2020 | $340,000 | – | 3,000 | – | 0.03% | – |
Download | ||||||
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% |