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 | $416,730 | -5.1% | 3,299 | 0.0% | 0.46% | -1.5% |
| Q2 2023 | $438,933 | +0.4% | 3,299 | 0.0% | 0.46% | -7.0% |
| Q1 2023 | $437,216 | +6.2% | 3,299 | 0.0% | 0.50% | +2.9% |
| Q4 2022 | $411,616 | +8.9% | 3,299 | -5.7% | 0.48% | -7.8% |
| Q3 2022 | $378,000 | -18.5% | 3,499 | -11.3% | 0.52% | -16.1% |
| Q2 2022 | $464,000 | -14.1% | 3,945 | +9.3% | 0.63% | +1.5% |
| Q1 2022 | $540,000 | +70.3% | 3,610 | +59.5% | 0.62% | +72.8% |
| Q4 2021 | $317,000 | – | 2,264 | – | 0.36% | – |
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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% |