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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $125,686 | -5.1% | 995 | 0.0% | 0.11% | +1.9% |
| Q2 2023 | $132,381 | -2.1% | 995 | -2.5% | 0.11% | -6.1% |
| Q1 2023 | $135,175 | +6.2% | 1,020 | 0.0% | 0.12% | +6.5% |
| Q4 2022 | $127,260 | +15.7% | 1,020 | 0.0% | 0.11% | +2.9% |
| Q3 2022 | $110,000 | -8.3% | 1,020 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $120,000 | -21.6% | 1,020 | 0.0% | 0.10% | -3.7% |
| Q1 2022 | $153,000 | +2.0% | 1,020 | -4.7% | 0.11% | -7.6% |
| Q4 2021 | $150,000 | +11.1% | 1,070 | -0.9% | 0.12% | +0.9% |
| Q3 2021 | $135,000 | -4.9% | 1,080 | -0.9% | 0.12% | -3.3% |
| Q2 2021 | $142,000 | +3.6% | 1,090 | 0.0% | 0.12% | -0.8% |
| Q1 2021 | $137,000 | – | 1,090 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 6,604 | $823,981 | 1.86% |
| PGIM Custom Harvest LLC | 276,580 | $34,508,889 | 1.56% |
| First Citizens Financial Corp | 13,463 | $1,680 | 1.45% |
| SPC Financial, Inc. | 98,060 | $12,235,005 | 1.45% |
| Navis Wealth Advisors, LLC | 7,701 | $960,792 | 1.36% |
| Pinnacle Family Advisors, LLC | 14,026 | $1,750,024 | 1.25% |
| Vahanian & Associates Financial Planning Inc. | 2,736 | $341,371 | 1.12% |
| Stonebridge Financial Planning Group, LLC | 7,722 | $963,474 | 0.64% |
| Royal Fund Management, LLC | 31,288 | $3,903,767 | 0.62% |
| UNIONVIEW, LLC | 4,083 | $509,441 | 0.51% |