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 | $1,558,662 | -3.0% | 12,339 | +2.1% | 1.19% | +246.1% |
| Q2 2023 | $1,607,244 | +18.8% | 12,080 | +18.3% | 0.34% | +33.5% |
| Q1 2023 | $1,353,131 | +60.4% | 10,210 | +51.0% | 0.26% | +50.3% |
| Q4 2022 | $843,695 | +17.5% | 6,762 | +1.7% | 0.17% | +12.5% |
| Q3 2022 | $718,000 | -17.7% | 6,646 | -10.3% | 0.15% | -18.3% |
| Q2 2022 | $872,000 | -16.6% | 7,409 | +5.9% | 0.19% | -2.1% |
| Q1 2022 | $1,045,000 | +237.1% | 6,993 | +215.4% | 0.19% | +206.5% |
| Q4 2021 | $310,000 | – | 2,217 | – | 0.06% | – |
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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% |