ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 190 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $586,408 | -4.9% | 4,188 | +0.4% | 0.48% | -6.1% |
| Q1 2024 | $616,532 | +7.3% | 4,173 | +0.3% | 0.51% | -1.2% |
| Q4 2023 | $574,780 | +10.6% | 4,160 | +1.1% | 0.52% | +5.1% |
| Q3 2023 | $519,767 | -5.1% | 4,115 | 0.0% | 0.49% | -1.8% |
| Q2 2023 | $547,458 | +0.8% | 4,115 | +0.4% | 0.50% | -1.8% |
| Q1 2023 | $543,055 | +6.6% | 4,098 | +0.4% | 0.51% | 0.0% |
| Q4 2022 | $509,441 | +16.0% | 4,083 | +0.6% | 0.51% | +1.6% |
| Q3 2022 | $439,000 | -7.6% | 4,060 | +0.6% | 0.50% | -5.6% |
| Q2 2022 | $475,000 | -21.4% | 4,036 | 0.0% | 0.53% | -5.9% |
| Q1 2022 | $604,000 | +6.7% | 4,036 | 0.0% | 0.56% | +6.6% |
| Q4 2021 | $566,000 | – | 4,036 | – | 0.53% | – |
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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% |