ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 129 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,897 | -6.1% | 1,812 | -1.1% | 0.01% | +11.1% |
| Q2 2023 | $243,753 | +7.0% | 1,832 | +6.6% | 0.01% | 0.0% |
| Q1 2023 | $227,825 | +6.1% | 1,719 | -0.1% | 0.01% | 0.0% |
| Q4 2022 | $214,735 | -91.8% | 1,721 | -92.2% | 0.01% | -92.3% |
| Q2 2022 | $2,603,000 | -31.1% | 22,110 | -12.5% | 0.12% | -22.5% |
| Q1 2022 | $3,780,000 | +3.6% | 25,275 | -2.9% | 0.15% | -18.8% |
| Q4 2021 | $3,648,000 | +0.3% | 26,020 | -6.7% | 0.19% | +2.2% |
| Q2 2021 | $3,636,281 | +5.3% | 27,894 | +1.4% | 0.18% | -8.1% |
| Q1 2021 | $3,452,817 | +9.2% | 27,497 | -1.4% | 0.20% | -5.3% |
| Q4 2020 | $3,163,248 | +47.0% | 27,892 | +28.0% | 0.21% | +21.5% |
| Q3 2020 | $2,151,471 | +51.5% | 21,787 | +36.9% | 0.17% | +42.1% |
| Q2 2020 | $1,419,812 | +368.3% | 15,910 | +263.5% | 0.12% | +266.7% |
| Q1 2020 | $303,198 | -83.4% | 4,377 | -76.5% | 0.03% | -78.8% |
| Q4 2019 | $1,825,476 | +10.3% | 18,639 | +3.9% | 0.16% | -1.9% |
| Q3 2019 | $1,654,700 | +0.4% | 17,933 | -27.6% | 0.16% | +6.7% |
| Q2 2019 | $1,648,529 | +4.2% | 24,775 | +43.2% | 0.15% | -13.9% |
| Q1 2019 | $1,582,202 | +17.0% | 17,307 | +7.5% | 0.17% | -1.7% |
| Q4 2018 | $1,352,346 | -14.0% | 16,107 | +0.8% | 0.18% | -1.7% |
| Q3 2018 | $1,572,219 | +1.5% | 15,974 | +2.1% | 0.18% | -10.9% |
| Q2 2018 | $1,548,515 | +6.8% | 15,639 | +3.6% | 0.20% | -5.2% |
| Q1 2018 | $1,450,230 | -2.4% | 15,094 | +3.8% | 0.21% | 0.0% |
| Q4 2017 | $1,485,489 | +12.3% | 14,535 | +5.2% | 0.21% | -0.5% |
| Q3 2017 | $1,323,067 | +12.6% | 13,812 | +5.0% | 0.21% | -3.6% |
| Q2 2017 | $1,175,137 | +2.6% | 13,152 | +2.4% | 0.22% | -12.3% |
| Q1 2017 | $1,145,449 | +19.8% | 12,850 | +11.8% | 0.25% | +5.0% |
| Q4 2016 | $955,841 | +7.9% | 11,494 | +2.4% | 0.24% | 0.0% |
| Q3 2016 | $886,235 | +4.2% | 11,221 | +0.2% | 0.24% | -7.0% |
| Q2 2016 | $850,528 | +4.1% | 11,200 | +0.5% | 0.26% | -7.5% |
| Q1 2016 | $816,814 | – | 11,148 | – | 0.28% | – |
Download | ||||||
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% |