ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,511 | -4.7% | 43,628 | +0.4% | 0.01% | -8.3% |
| Q2 2023 | $5,781 | -15.2% | 43,448 | -15.6% | 0.01% | -14.3% |
| Q1 2023 | $6,820 | +8.4% | 51,465 | +2.1% | 0.01% | -6.7% |
| Q4 2022 | $6,289 | -99.9% | 50,405 | +1.3% | 0.02% | +7.1% |
| Q3 2022 | $5,379,000 | -17.8% | 49,739 | -10.5% | 0.01% | -17.6% |
| Q2 2022 | $6,541,000 | -14.6% | 55,562 | +8.5% | 0.02% | -5.6% |
| Q1 2022 | $7,655,000 | +3.3% | 51,186 | -3.2% | 0.02% | +5.9% |
| Q4 2021 | $7,410,000 | +21.6% | 52,852 | +8.1% | 0.02% | +13.3% |
| Q3 2021 | $6,092,000 | -4.6% | 48,914 | -0.2% | 0.02% | -6.2% |
| Q2 2021 | $6,387,000 | -6.8% | 48,996 | -10.2% | 0.02% | -15.8% |
| Q1 2021 | $6,854,000 | +9.3% | 54,583 | -1.3% | 0.02% | 0.0% |
| Q4 2020 | $6,271,000 | +155.2% | 55,297 | +122.2% | 0.02% | +137.5% |
| Q3 2020 | $2,457,000 | +0.1% | 24,888 | -9.6% | 0.01% | -11.1% |
| Q2 2020 | $2,455,000 | +86.1% | 27,521 | +44.5% | 0.01% | +50.0% |
| Q1 2020 | $1,319,000 | -39.1% | 19,049 | -13.8% | 0.01% | -25.0% |
| Q4 2019 | $2,165,000 | +6.0% | 22,111 | -0.2% | 0.01% | -11.1% |
| Q3 2019 | $2,043,000 | +11.9% | 22,150 | +15.3% | 0.01% | +12.5% |
| Q2 2019 | $1,825,000 | +3.7% | 19,209 | -0.3% | 0.01% | 0.0% |
| Q1 2019 | $1,760,000 | +11.5% | 19,259 | +2.4% | 0.01% | 0.0% |
| Q4 2018 | $1,579,000 | -24.9% | 18,814 | -11.9% | 0.01% | -20.0% |
| Q3 2018 | $2,102,000 | -6.3% | 21,362 | -5.7% | 0.01% | -16.7% |
| Q2 2018 | $2,243,000 | -63.8% | 22,652 | -64.9% | 0.01% | -64.7% |
| Q1 2018 | $6,196,000 | +11.3% | 64,494 | +18.4% | 0.03% | +13.3% |
| Q4 2017 | $5,568,000 | – | 54,479 | – | 0.03% | – |
Download | ||||||
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% |