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 ↓ |
---|---|---|---|
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% |