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 | $814,764 | -66.4% | 6,450 | -64.6% | 0.23% | -32.0% |
| Q2 2023 | $2,422,840 | +96.6% | 18,210 | +84.4% | 0.34% | -9.4% |
| Q1 2023 | $1,232,104 | 0.0% | 9,875 | 0.0% | 0.37% | 0.0% |
| Q4 2022 | $1,232,104 | +14.5% | 9,875 | -0.8% | 0.37% | +5.1% |
| Q3 2022 | $1,076,000 | -9.1% | 9,950 | -1.0% | 0.35% | -3.5% |
| Q2 2022 | $1,184,000 | -61.0% | 10,055 | -50.5% | 0.37% | -10.9% |
| Q1 2022 | $3,038,000 | +105.1% | 20,310 | +92.3% | 0.41% | +4.0% |
| Q4 2021 | $1,481,000 | +11.5% | 10,560 | -0.9% | 0.40% | +7.6% |
| Q3 2021 | $1,328,000 | – | 10,660 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 7,594 | $876,000 | 2.16% |
| SPC Financial, Inc. | 149,043 | $16,121,000 | 2.01% |
| Capital CS Group, LLC | 13,366 | $1,446,000 | 1.55% |
| First Citizens Financial Corp | 13,458 | $1,456,000 | 1.43% |
| Vahanian & Associates Financial Planning Inc. | 3,529 | $382,000 | 1.32% |
| Navis Wealth Advisors, LLC | 7,610 | $823,000 | 1.27% |
| Cadent Capital Advisors, LLC | 20,813 | $2,251,000 | 1.26% |
| Kesler, Norman & Wride, LLC | 28,887 | $3,124,000 | 0.87% |
| Royal Fund Management, LLC | 43,142 | $4,666,000 | 0.85% |
| MinichMacGregor Wealth Management, LLC | 15,848 | $1,714,000 | 0.68% |