ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 177 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,051 | -17.6% | 567 | -13.7% | 0.01% | -20.0% |
| Q2 2023 | $87,414 | +0.4% | 657 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $87,072 | +6.2% | 657 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $81,974 | +15.5% | 657 | 0.0% | 0.02% | +23.1% |
| Q3 2022 | $71,000 | -10.1% | 657 | -1.5% | 0.01% | -7.1% |
| Q2 2022 | $79,000 | -16.8% | 667 | +5.5% | 0.01% | -65.9% |
| Q1 2022 | $95,000 | 0.0% | 632 | -6.6% | 0.04% | 0.0% |
| Q4 2021 | $95,000 | – | 677 | – | 0.04% | – |
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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% |